Joni Alt
CFP®, EA
Evermay Wealth Management
Senior Wealth Advisor
Joni Alt
CFP®, EA
Evermay Wealth Management
Senior Wealth Advisor
As a fee-only financial planner, my focus is to work with clients to help them build a richer life by providing a deeper understanding of what wealth means in their lives and to their family. - Joni Alt, CFP®, EA
Fee-Only financial planner located in Arlington, VA, serving clients locally and across the country
Joni Alt is an Arlington, VA fee-only financial planner. Evermay Wealth Management provides comprehensive wealth planning and investment management to help women, individuals, families, professionals and entrepreneurs organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joni Alt is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Joni Alt has been a financial professional for more than 30 years. She began her career with Charles Schwab & Co. and served as a Director of Financial Planning and portfolio manager at other firms before joining Evermay Wealth Management in 2021. Joni is also an active member of the National Association of Personal Financial Advisors (NAPFA). She was elected to join the NAPFA Board of Directors for the 2021-2024 term and currently serves on the Marketing and Communications Committee. Previously, Joni served as the President of the board of the NAPFA Northeast/Mid-Atlantic Region. She is a member of the National Association of Enrolled Agents and Financial Planning Association, too.
She received a BA from West Virginia University and a BS in Accounting from George Mason University. She is also a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent. An accomplished flutist, Joni plays with various flute choirs in the area. She lives in Chantilly with her husband Dale and is the proud parent of two grown children.
Joni Alt is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
A RICHER LIFE DEFINED.
As wealth managers, we immerse ourselves in finance and in service to our clients. And when we talk about helping you build a richer life, it is more than a single-minded goal to increase your net worth. It is with a deeper understanding of the meaning of wealth to your life and to your loved ones. COMPREHENSIVE AND
TAILORED TO YOUR NEEDS.
We listen and understand your financial needs, goals and expectations and measure them against your current situation; things like liquidity requirements, risk tolerance, tax situation. At the same time, we get to know you and your family, developing a relationship that is as much personal as it is business. Then we create a financial plan for you. That plan also incorporates wealth counseling, guiding you on how best to use wealth and how to handle the family dynamics that are affected by it. This comprehensive approach is how Evermay can put you on a path to a richer life.
A SIMPLE CONVERSATION IS WHERE IT BEGINS.
If you're looking to strengthen your family through sound wealth management, call us. Or stop by. Let's talk about your goals and your needs. When you are ready, we're here to help you start building a richer life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Joni Alt is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Joni Alt is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Joni Alt is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Joni Alt is an Enrolled Agent with the IRS (Learn More)An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Joni Alt is a Member of The National Association of Enrolled Agents (NAEA)Enrolled Agents (EAs) are America's Tax Experts®. EAs are the only federally licensed tax preparers who also have unlimited rights to represent taxpayers before the IRS. “Enrolled” means to be licensed to practice by the federal government, and “agent” means authorized to appear in the place of the taxpayer at the IRS. Only enrolled agents, attorneys, and CPAs have unlimited rights to represent taxpayers before the IRS.
Contact Joni Alt
Office Locations:
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1776 Wilson Boulevard
Suite 520
Arlington, VA 22209 -
2101 Parks Avenue
Suite 103
Virginia Beach, VA 23451
