The Everhart Difference
Focus. We are uniquely 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 experts in the field. Independence. We are independently-owned and provide objective advice. Innovation. We deliver industry-leading technology and solutions. Transparency. We pull the curtain back.
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300+ Plan Clients
$2+ Billion Plan Assets
20+ Years Experience
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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Don’t Take Our Word For It
“Retirement Plan Adviser Mega Team of the Year” -PLANADVISER Magazine, 2018 “Top 401 Retirement Plan Advisers” -The Financial Times, 2019
Look For Yourself
Curious if you’ve got the best plan in place for your company? We can help.
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PLANADVISER
2020 Top Retirement Plan Advisers
Business First
2019 Fast 50
Financial Times
2019 Top Retirement Plan Advisers