Firm News & Events Archives - Everhart Advisors

We’re excited to announce that our Dublin, Ohio, office will be relocating to a new address in February 2025. This…

We are pleased to introduce Rachel Beidelman, Kelly Murphy and Kim Starr who recently joined the Everhart Advisors’ Team. They…

Everhart Advisors is thrilled to announce that five employees, Lisa Block, Jon Hlavac, Logan Jones, Becky McMillen and Ian Schmidt…

Everhart Advisors has been named to PLANADVISER’s 2018 Top 100 Retirement Plan Advisers list. Click to download a PDF copy….

Our book of best fiduciary practices has been published by iUniverse and is an Editor’s Choice selection in the business…

As you are aware, in 2016 the Department of Labor (DOL) finalized regulations updating, and expanding, the definition of “fiduciary”…

Everhart Advisors has been named to PLANADVISER’s 2017 Top 100 Retirement Plan Advisers list.

The editorial board at publisher iUniverse has awarded the ‘Editor’s Choice’ designation to the book of 401(k) best practices for…

Everhart Advisors cordially invites you to our always anticipated complimentary breakfast workshop. Our keynote speaker, Tim Kight from Focus 3,…

Please join us for a workshop where you will learn useful and practical information on how to successfully plan your…

Please join us for a workshop where you will learn to dispel some common market myths and look for opportunities in today’s…

We cordially invite you to a complimentary breakfast workshop with the Department of Labor for a concise discussion of important…