Everhart is your partner in wealth building. We work with individuals and families like yours to help you set and achieve your personal financial goals. As an independent, fee-based firm, you can rest assured we provide objective, unbiased recommendations based solely on your best interest.

We want to get to know our clients, as well as your lifetime goals and dreams. At Everhart, we believe that investment management is not a sprint, but rather a marathon. As consultants, we begin our relationships without predisposed notions, predetermined agendas, or pressure to promote prepackaged products. Wealth may be accumulated in several ways, including business ownership, real estate, and equity market investing. We understand each client has unique needs, circumstances, interests, and objectives, while only recommending strategies that we have or would employ ourselves.

We structure tailor-made portfolios and estate plans to address the specific requirements of each client, employing a long-term investment approach and a comprehensive financial plan.

We consider a true financial advisor to be the quarterback of an individual’s financial strategy. Many people employ a team of advisors, such as investment managers, accountants and attorneys, which often lack communication between parties and an overarching game plan. At Everhart, we coordinate all of your advisors, creating a written plan to integrate your investment assets, current tax situation and estate plan.

We view financial planning as a seven-step process that helps you determine when and where you want to go and what you need to do to get there.

Step 1. Establish the relationship
Step 2. Discuss goals and expectations
Step 3. Clarify present financial status
Step 4. Identify opportunities and areas of concern
Step 5. Develop your financial plan
Step 6. Implement your financial plan
Step 7. Monitor your financial plan