Sara Cortes, CFP®

As a wealth advisor, Sara works to empower Evermay Wealth clients through compassionate guidance, strategic planning, and financial solutions so that her clients can focus on what matters most. A breast cancer survivor since 2020, Sara understands the uncertainty that can come with challenging life circumstances and helps clients navigating transitions find clarity and calm.

My Professional Background

Before becoming a wealth advisor, I was a practicing attorney for over two decades, serving as trusted counsel at the SEC, the Federal Reserve, and CFP Board.

I earned my J.D. and Master of Science, Foreign Service, from Georgetown University and my B.A. in International Studies and French at Rhodes College in Memphis, TN. I am also a CFP® professional.

My Personal Life

I live in Bethesda, Maryland with my husband and two teenage sons. I enjoy training for triathlons, back country camping, skiing in the Rocky Mountains, and playing piano.

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