Centre for Fiduciary Excellence, LLC

Centre for Fiduciary Excellence, LLC is an independent global assessment and certification organization. We were subject to a multi-month audit and certification process. Our CEFEX certification means we’ve demonstrated adherence to professional practices that define a standard of fiduciary excellence, thereby helping promote our client’s confidence and trust. Additionally, our firm is audited annually by an independent third party.

Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Everhart Advisors is engaged, or continues to be engaged, to provide investment advisory services.