Everhart Advisors

Everhart Advisors is a wealth management firm in Dublin, Ohio. The firm works with both employers and individuals, offering 401(k) plan consulting for companies and wealth management for individuals and families. On the retirement plan side, Everhart Advisors provides fiduciary protection, investment selection and monitoring, fee benchmarking and vendor selection, plan design consulting, and employee education and advice. For individuals, the firm offers financial planning, investment management, retirement planning, tax planning, legacy planning, multigenerational consulting, and business ownership consulting. It holds a 5.00 rating from the customers who have reviewed it.

Everhart Advisors serves as an ERISA fiduciary without caveat or exception, and can act as either an ERISA 3(21) or ERISA 3(38) fiduciary. Its Fiduciary Fitness Program covers plan governance documents, an ERISA fiduciary calendar, a compliance checklist, the Fiduciary Diagnostic and Fiduciary Plan Review, fiduciary training and education, fee and expense analysis, quarterly legal and compliance updates, and an online Fiduciary Briefcase. Investment reviews use a proprietary Scorecard System to identify funds that score well against their peers and carry low net investment costs. The firm is CEFEX-certified, independently owned, and has 30 years of experience. It serves more than 500 retirement plans, over 2,400 individual and family clients, with offices in Columbus and Dayton, Ohio, and Fort Myers, Florida.

The Dublin office sits on Rings Road. Fire Station 95 is about 0.2 miles away, and Sam & Eulalia Frantz Park, Cramer Ditch, and the Field of Corn with Osage Orange Trees are each roughly 0.3 miles from the office, with Frantz Road also about 0.3 miles away.

Everhart Advisors is CEFEX-certified and independently owned, and its 5.00 rating reflects the experience of the clients who have reviewed it. For Dublin employers and families looking for fiduciary retirement plan consulting or personal wealth management, Everhart Advisors brings three decades of experience and a dedicated fiduciary standard to the work.