Important Disclosures

Everhart Advisors is an SEC registered investment adviser located in Dublin, Ohio. We may transact business only in those states in which we are registered, or qualify for an exemption or exclusion from registration requirements. Our website is limited to the dissemination of general information pertaining to our advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of our website on the internet should not be construed by anyone as our solicitation to effect, or attempt to effect transactions in securities, or render personalized investment advice for compensation over the internet. Any subsequent direct communication by us with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of our current ADV Part 2B disclosure Brochure discussing our business operations, services, and fees is available upon written request or via the link in the footer of this website. We do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and we take no responsibility therefore. All such information is provided solely for convenience and all users should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by us) will be profitable or match past performance.

Certain portions of this website may contain information that due to various factors, including changing market conditions, is no longer reflective of current positions and/or recommendations. No one should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an investment professional. Everhart Advisors and its employees are neither attorneys nor accountants, and no portion of the website content should be interpreted as legal, accounting or tax advice.

To the extent you utilize any economic calculator or similar interactive device contained in or linked via this website, you acknowledge and understand that the resulting information is not, and should not be construed as the receipt of or a substitute for, personalized individual advice from an investment professional.

Awards and recognitions by unaffiliated rating services, publications, media or other organizations, and the achievement of any designation, certification or license should not be construed as a guarantee that you will experience a certain level of results if Everhart Advisors is engaged, or continues to be engaged, to provide investment advisory services. Awards and recognitions by magazines and others generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Awards are generally limited to participating advisers. No award or recognition should be construed as an endorsement of Everhart Advisors by any of its clients. If you have any questions about our awards and recognitions, please contact Everhart Advisors’ Chief Compliance Officer at 614.717.9705 or visit

As a condition precedent to your access to this website, agree to release and hold harmless Everhart Advisors, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any actions and/or omissions which are independent of your receipt of personalized individual advice for Everhart Advisors.