Centre for Fiduciary Excellence, LLC

Centre for Fiduciary Excellence, LLC is an independent global assessment and certification organization. Everhart Advisors was subject to a rigorous, 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 being annually monitored by an independent third party, which effectively helps our clients manage their fiduciary obligations.

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.