Every dollar matters.

Helping reach your financial goals with personalized advice from experienced fiduciaries.

Nationally recognized · Independently owned · CEFEX-certified

Independent Advising, Individual Thinking

Everhart Advisors is a financial advisory firm specializing in corporate retirement plan consulting and wealth management for individuals and families. Our firm is founded on a commitment to integrity, passion, and a focus on delivering the best possible outcomes for our clients, with offices in Columbus and Dayton, Ohio, and Fort Myers, Florida.

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BY THE NUMBERS

505+ Plan Clients

$4.5B+ AUA (As of 3.31.25)

2,000+ Individual and Family Clients

$1.8B+ AUM (As of 3.31.25)

30 Years Experience

3 Locations

Our goal is to help you meet yours

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INSIGHTS