Everhart Advisors – An Independent 401k Advisory Team

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.

More About Everhart

Fiduciary Protection

Investment Selection & Monitoring

Fee Benchmarking & Vendor Selection

Optimal Plan Design

High-Touch Employee Education

300+ Plan Clients

$1.7+ Billion Plan Assets

20+ Years Experience

Insight From Everhart

If you want to sell your C-suite on paying for an employee financial wellness program, you’ll probably hear this question from your CFO: What’s the ROI? It’s natural for a chief financial officer to ask about the return on investment (ROI) from spending the organization’s money on a program that, at first glance, appears to […]

What's in your fiduciary file?

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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