Everhart is an independent registered investment advisory firm serving both corporations as well as individuals. Our founders had a vision of creating a fee-based financial advisory firm that offers a comprehensive suite of services for clients, operating at the highest level of ethical standards and trust.

Today, that vision is a reality. Employing a team of Certified Financial Planners® and Accredited Investment Fiduciaries®, we help corporations build and maintain successful retirement plans and assist individuals with personal financial planning and wealth management. Unlike many firms, Everhart is independent, thus completely free to use virtually every financial tool or investment available, without bias. We develop customized plans and solutions for businesses and individuals, with the goal of helping you or your employees build wealth and achieve retirement success.

Established in 1995, Everhart has focused on providing investment consulting services to retirement plan sponsors, corporate executives and other individuals. Our expertise, team approach, and independence allow us to deliver high quality services with honesty, integrity, and world-class competence.