Our Services

Our Services

We specialize in providing 401(k) consulting and investment advisory services to employers and plan fiduciaries, and comprehensive wealth management services to executives, employees, and other individuals. As a fee-based Registered Investment Advisor (RIA), we provide impartial advice not tied to any product, vendor, or investment. We seek to align the priorities of our firm and those of our clients as to serve without bias.

401(k) Plan Consulting

Advising you on your retirement plan is our core business. It’s our expertise and our passion.

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Employee Education

We work with your employees to make sure they understand their options and help them plan for their desired retirement outcome.

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Wealth Management

We believe wealth management is more like a marathon than a sprint, and it starts with us getting to know you and your goals so we can help you travel the distance.

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Everhart Can Help You.
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