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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/