About Us

Nationally recognized. Independently owned. CEFEX-certified.

Founded in 1995 as a wealth management firm, today Everhart Advisors also provides corporations and individuals with 401(k) planning. Our team of experts brings decades of experience in their fields, personalized service, and a proven history of being as good as our word.

Whether we’re here as your 401(k) consulting team or your wealth management partners —or both—our goal is to help you reach yours.

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