About Us

The New Standard in Wealth Management

Wealth management, as it should be practiced, integrates financial planning and investment management to serve each client’s interests. It’s as complex and as simple as that.— Jeff Maurer, CEO

Our founding partners and Evercore, a leading global investment banking advisory firm, established our firm in 2008 to set a new standard in wealth management, serving our clients’ best interests first and always.


We deliver independent advice and thoughtfully designed wealth management solutions, free from the conflicts at many large financial institutions. Every client at the firm is served by at least two senior professionals, a portfolio manager and a wealth advisor, who work as a team with the support of their colleagues across Evercore. We take the time to get to know you, your family, your business and your other interests, and to invest and plan for your future, on your terms.


Today, Evercore Wealth Management serves individuals and families across the United States. We are proud of our performance and of our culture.