Everhart Advisors Expanding to New Corporate Headquarters

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The retirement plan advisory firm has purchased a building, remaining in Dublin

Dublin Ohio (April 27, 2016)—Everhart Advisors, central Ohio’s leading retirement plan advisory firm, has purchased a 13,000 square foot building from the Ohio Society of CPAs. The single-story building is located at 535 Metro Place South in Dublin, Ohio. Everhart plans to move its corporate headquarters there in June.

“We are excited to share this news,” said Everhart Advisors’ President Scott Everhart. “The new space is more conducive to our present needs and will accommodate our growth.  It was important to us to remain in the central Ohio region, as this is where our roots are. Purchasing a building only deepens the commitment we have to the community and this market.”

Everhart’s present office is also located in Dublin at 5890 Venture Drive. However, the office space is leased, and expansion over the past year has forced operations onto two floors.

The law firm of Carlile Patchen & Murphy LLP is leasing 7,000 square feet of the new building for a satellite office it opened this month. The Dublin location complements the firm’s current downtown Columbus office. Everhart will occupy the rest of the space.

ABOUT EVERHART ADVISORS

Established in 1995, Everhart Advisors provides investment-consulting services to retirement plan sponsors, corporate executives and other individuals.  The firm’s expertise, team approach, and independence allow it to deliver high-quality services with honesty, integrity, and world-class competence. Everhart’s team of Certified Financial Planner™ Professionals and Accredited Investment Fiduciaries® develop customized plans and solutions to help corporations build and maintain successful retirement plans, and assist individuals with personal financial planning and wealth management. For more information, visit www.everhartadvisors.com.

This material is provided for informational and educational purposes only. You should not assume any discussion or information contained in this newsletter serves as the receipt of, or a substitute for, personalized investment advice. Due to various factors, including changing market conditions and/or applicable laws, the content of this newsletter may no longer be reflective of current opinions or positions. Please remember that past performance may not be indicative of future results. There can be no assurance that any specific investment, investment strategy, or product will be profitable, equal past performance, or be suitable for you. Contact Everhart Advisors in writing if there are any changes in your personal or financial situation or investment objectives that would be material to our evaluating our previous recommendations, or if you want to add or modify any reasonable restrictions on your account.

This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation.