Our Goal Is To Help Others Reach Theirs

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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

Insight From Everhart

The Election and The Stock Market

As a financial advisor I find myself “talking shop” with greater frequency during an election year. Thinking about how each candidate and their policies will affect the economy and the stock market is commonplace when one is considering how to allocate investments. I hear the following questions quite frequently, so it seemed timely to put […]

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3 Fiduciary Action Items During Turbulent Times

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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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

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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2020 Top Retirement Plan Advisers

Business First
2019 Fast 50

Financial Times
2019 Top Retirement Plan Advisers

We are committed to the health and safety of our employees, clients and communities. Due to the potential impact of the coronavirus (COVID-19), our offices are closed to the public until further notice. Our staff is working remotely and responding to emails and voice messages to continue serving clients. Again, we thank you for your patience, and appreciate your business.