Our Goal Is To Help Others Reach Theirs

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The Everhart Difference

Focus. We are focused on 401(k) consulting and employee education. Passion. We are driven by our desire for everyone to achieve the retirement they want. Expertise. We are nationally recognized for our work. Independence. We are independently-owned and provide objective advice. Innovation. We deliver helpful technology and solutions. Transparency. We pull the curtain back.

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300+ Plan Clients

$2+ Billion Plan Assets

20+ Years Experience

Insight From Everhart

2020 Retrospective: Valuable Lessons from a Challenging Year

At this point, it is both trite and painful to revisit the many challenges we faced as a nation in 2020.  The virus pandemic, national quarantine period, heightened political/ social tensions and a divisive presidential election created a palpable sense of anxiety in our society.  A significant downturn in the stock market in 1Q 2020 […]

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12 Types of Financial Education Employees Need

The 401(k) Owner’s Manual

After many years of successfully serving employers and employees, we decided to put everything you need to know about building an elite 401(k) plan in a book, The 401(k) Owner’s Manual.

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Inside Everhart

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Celebrating Over 25 Years

Since 1995.

See Up Close

We love what we do. Find out why.

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Look For Yourself

Curious if you’ve got the best plan in place for your company? We can help.

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