Every dollar matters.
Reach your financial goals with personalized advice from experienced fiduciaries.
Nationally recognized · Independently owned · CEFEX-certified
401(k) Plan
Consulting
Making sure your employees are financially prepared to retire.
Fiduciary Protection
Investment Selection & Monitoring
Fee Benchmarking & Vendor Selection
Plan Design Consulting
Employee Education & Advice
Wealth
Management
Support and guidance to help you achieve your goals.
Investment Management
Retirement Planning
College Planning
Wealth Building
Exit Planning
Wealth Transfer
Tax
Consulting
Strategy and planning to maximize your after-tax income.
Tax Compliance
Tax Planning
Tax Return Preparation
Multi-State Consulting
Transaction/M&A Consulting
Independent Advising, Individual Thinking
Everhart Advisors is a financial advisory firm specializing in corporate retirement plan consulting and wealth management for individuals. Our firm is founded on integrity, passion and delivering the best possible outcomes for clients. Everhart Advisors offers 401(k) plan consulting, wealth management and tax planning with offices in Columbus and Dayton, Ohio, and Fort Myers, Florida.
BY THE NUMBERS
500+
Plan Clients
$3.4B+
AUA
1,600+
Individual and Family Clients
$1.1B+
AUM
28+
Years Experience
3
Locations
