Nicholas J. Rath, CFP®

Nic works with individuals and families to build comprehensive planning strategies with each client's unique goals in mind. He specializes in providing tailored guidance in retirement planning, wealth accumulation, and charitable giving strategies. Nic is dedicated to fostering client relationships built on a foundation of transparency and reliability.

My Professional Background

Before Evermay, I spent five years at a large broker dealer in D.C. and Houston, TX in a variety of advisory and support roles. I graduated from the University of Cincinnati with a Finance concentration in Financial Planning and am a CFP® professional.

My Personal Life

Originally from Dublin, Ohio, my wife and I currently reside in Arlington, VA with our 4 year-old terrier mix Buffy. Outside of the office, I enjoy golfing, running, taking advantage of DC's incredible museum scene, and being involved with my church.

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