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 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.
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401(k)
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
