Every dollar matters.

Reach your financial goals with personalized advice from experienced fiduciaries.

Nationally recognized · Independently owned · CEFEX-certified

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.

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BY THE NUMBERS

450+ Plan Clients

$3.2B+ AUA

1,600+ Individual and Family Clients

$1.1B+ AUM

27+ Years Experience

3 Locations

Our goal is to help you meet yours

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