Matthew O’Hara
Wealth Manager
CFP®, EA, NSSA®, AAMS®
About Matthew
Matthew is a Wealth Manager at Everhart Advisors. He resides in Westerville, Ohio with his wife Megan and their dogs Mac and Maple. Matthew has a particular affinity for retirement planning and tax planning.
Matthew is a CERTIFIED FINANCIAL PLANNER® practitioner, an Enrolled Agent, a National Social Security Advisor® and an Accredited Asset Management Specialist®. Matthew earned a Bachelor of Science in Business Administration from The Ohio State University with a major in Accounting.
For more information about professional designations, visit: https://everhartadvisors.com/professional-designations/