About Everhart Advisors
<p>Known for its CEFEX certification and independent ownership, Everhart Advisors works with employers on retirement plan oversight and with individuals on personal wealth planning.</p> <p>Founded in 1995, the firm is headquartered in Dublin in the Columbus metro, with another Ohio office in Miamisburg (Dayton area) and a Florida location in Fort Myers. As of 2026, Everhart Advisors reports $2.4B in assets under management.</p> <p>On the workplace side, Everhart Advisors provides <a href="/plan-advisors">plan advisor</a> support for 401(k) and other corporate retirement plans, including 3(21) investment fiduciary services, plan design work, investment menu selection, fee benchmarking, compliance support, and fiduciary audits. The firm also offers participant advice and employee education for day-to-day retirement decisions.</p> <p>For individuals and families, Everhart Advisors provides wealth management that includes financial planning, investment management, retirement planning, tax planning, and legacy planning. A key differentiator is the combination of retirement plan consulting and personal planning under one firm across Ohio and Southwest Florida.</p> <ul> <li>3(21) fiduciary services for retirement plans</li> <li>Plan design, investment selection, and fee benchmarking</li> <li>Compliance support and fiduciary audits</li> <li>Participant advice and employee education</li> <li>Personal wealth management and financial planning</li> </ul>
Website: https://everhartadvisors.com/
Founded: 1995
Office Locations
- Fort Myers, FL
- Dublin, OH (Headquarters)
- Miamisburg, OH
Services Offered
- Fiduciary Audit Services
- Compliance Services
- Plan Design Consulting
- Participant Investment Advice
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $2.4B