Website Privacy & Cookie Policy

Updated: 9.21.2026

Everhart Advisors (“Everhart,” “we,” “our,” or “us”) is committed to protecting your privacy. This Website Privacy & Cookie Policy explains what information we collect through our website, how we use it, and the choices available to you. This policy applies to website visitors, online forms, event registrations, appointment requests, newsletters, and other digital interactions.

This policy supplements, but does not replace, Everhart Advisors’ Client Privacy Notice.

Information We Collect

We may collect information you voluntarily provide, including:

Name
Email address
Phone number
Company name
Event registrations
Appointment requests
Information submitted through online forms

We may also automatically collect certain information when you visit our website, including:

IP address
Browser and device information
Pages visited
Time spent on our website
Links clicked
Website interaction data

How We Use Information

We use information collected through our website to:

Respond to inquiries and requests
Schedule meetings and consultations
Provide requested information and resources
Register attendees for events
Improve website performance and user experience
Analyze website usage and engagement
Support marketing and relationship management activities
Comply with legal and regulatory obligations

Cookies and Analytics

Our website uses cookies and similar technologies to help operate the website, improve performance, understand visitor behavior, analyze engagement, and enhance user experience.

We use Microsoft Clarity to better understand how visitors interact with our website through behavioral metrics, heatmaps, session replay, click tracking, scrolling activity, and website usage reporting. Clarity may use first-party and third-party cookies and similar technologies to collect website interaction data. Everhart and Microsoft may collect and use this information to improve website functionality, content, performance, and user experience. For more information about how Microsoft collects and uses data, please review the Microsoft Privacy Statement.

Information collected through Microsoft Clarity and similar tools is used for website analytics and improvement. We do not use Microsoft Clarity to identify individual visitors by name, provide investment advice, make advisory recommendations, or make eligibility, account, or client-service decisions.

Please do not submit Social Security numbers, account numbers, login credentials, trade instructions, medical information, tax documents, estate planning documents, or other sensitive personal or financial information through general website forms unless we specifically provide a secure method for doing so.

Marketing Communications

If you interact with our emails, newsletters, event invitations, online forms, scheduling tools, or other communications, we may use that information to respond to requests, improve communications, and better understand visitor interests. Information collected through these interactions may be maintained in our customer relationship management and marketing systems.

We do not sell personal information collected through our website.

Third-Party Service Providers

We may use third-party vendors to support website hosting, analytics, customer relationship management, marketing communications, event registration, appointment scheduling, and related business operations. These vendors may process information on our behalf and are expected to use information only as permitted for the services they provide to us.

Your Choices

You may:

Manage cookie preferences through our cookie consent tools
Adjust browser settings to control cookies
Unsubscribe from marketing emails at any time

Please note that disabling certain cookies may impact website functionality.

Contact Us

If you have questions regarding this policy, please contact:

Everhart Advisors
5200 Rings Road
Dublin, Ohio 43017
(614) 717-9705
info@everhartadvisors.com