Every dollar matters.
Reach your financial goals with personalized advice from experienced fiduciaries.
Nationally recognized · Independently owned · CEFEX-certified
Making sure your employees are financially prepared to retire.
Investment Selection & Monitoring
Fee Benchmarking & Vendor Selection
Plan Design Consulting
Employee Education & Advice
Support and guidance to help you achieve your goals.
Strategy and planning to maximize your after-tax income.
Tax Return Preparation
Independent Advising, Individual Thinking
Everhart Advisors is a financial advisory firm specializing in corporate retirement plan consulting and wealth management for individuals. Our firm is founded on integrity, passion and delivering the best possible outcomes for clients. Everhart Advisors offers 401(k) plan consulting, wealth management and tax planning with offices in Columbus and Dayton, Ohio, and Fort Myers, Florida.
BY THE NUMBERS
450+ Plan Clients
1,600+ Individual and Family Clients
27+ Years Experience