Meet Our Team

Passion. Focus. Integrity. Heart.

← Back to Team Members

Max Rosenthal

Wealth Manager


About Max

Max Rosenthal is a Wealth Manager at Everhart Advisors. Prior to joining the company, Max worked for a wealth management practice in Minneapolis, Minnesota. Max has helped hundreds of individuals and families with investment and wealth management. He also serves as the lead of the 401(k) education team, which focuses on educating thousands of employees across the company’s various retirement plan clients.

Max completed programs at The Ohio State University and Northwestern University where he earned his CERTIFIED FINANCIAL PLANNER™ certification. 

Max Rosenthal has a Specialized Master in Business degree from the Max M. Fisher College of Business with a focus on investments and a Bachelor of Science degree in Human Ecology from The Ohio State University with a focus on financial planning. Throughout college, Max played on The Ohio State University varsity golf team and had the privilege of being a team captain his senior year.

For more information about professional designations, visit: