Sara Stainback Cortes
Investment adviser representative at Evermay Wealth Management, LLC
17 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
Are you Sara Stainback Cortes? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Evermay Wealth Management, LLCMar 2026 to now
- Cfp BoardJun 2023 to Jan 2026
- US Securities and Exchange CommissionDec 2009 to Jun 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
Evermay Wealth Management, LLC
$1.3BAssets managed
567Clients
23Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8233481
- Firm CRD
- 149230