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

Everhart Advisors is thrilled to announce that five employees, Lisa Block, Jon Hlavac, Logan Jones, Becky McMillen and Ian Schmidt have become shareholders. According to Scott Everhart, Everhart Advisors’ President and CEO, “Each of them is an elite performer and has contributed greatly to our success.” Lisa Block, CLTC® is a Senior Retirement Plan […]

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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