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 and tax planning services. 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, your wealth management partners, or your tax consulting group—or all three—our goal is to help you reach yours.
Making sure your employees are financially prepared to retire.
Investment Selection & Monitoring
Fee Benchmarking & Vendor Selection
Plan Design Consulting
Employee Education & Advice
Support and guidance to help you achieve your goals.
Strategy and planning to maximize your after-tax income.
Tax Return Preparation