Everhart Advisors

Everhart Advisors is a wealth management firm in Dublin, OH, located at 5200 Rings Rd. The firm specializes in corporate retirement plan consulting and wealth management for individuals and families. Services for individuals include financial planning, investment management, retirement planning, tax planning, legacy planning, multigenerational consulting, and business ownership consulting. For corporate clients, the firm provides 401(k) plan consulting, fiduciary protection, investment selection and monitoring, fee benchmarking, vendor selection, plan design, and employee education. The firm holds a rating of 5.00 based on customer reviews.

Everhart Advisors operates as an independently owned retirement plan advisor serving more than 500 retirement plans. The firm is CEFEX-certified and serves as an ERISA fiduciary without caveat or exception, acting as either an ERISA 3(21) or ERISA 3(38) fiduciary. Their Fiduciary Fitness Program ensures client understanding, compliance, and documentation of fiduciary-related activities. Investment decisions are guided by a proprietary Scorecard SystemTM, which identifies funds that score well against peers and have low net investment costs. The firm also utilizes a proprietary PLANavigator™ system to help overcome employee inertia and drive participation in retirement plans through high-impact plan design strategies.

For individuals, the firm has focused on wealth management since 1995. Their approach uses the TAPER® Methodology, a personalized framework designed to integrate clients' financial lives and provide a structured, evolving plan. The team includes Education Specialists, the majority of whom are Certified Financial Planners®, providing both group and one-on-one employee education. The firm maintains offices in Columbus and Dayton, Ohio, as well as Fort Myers, Florida.

Everhart Advisors is known for its integrity and passion for delivering outcomes for clients. The firm’s 5.00 rating reflects the positive experiences of the customers who have reviewed its services.

Everhart Advisors combines deep expertise in fiduciary retirement consulting with personalized wealth management to help clients in Dublin and surrounding areas achieve their financial goals.

Everhart Advisors is situated on Rings Road, just a short distance from Fire Station 95 and Sam & Eulalia Frantz Park.

BizScoreAI gives Everhart Advisors a Technical score of 97 out of 100, ensuring the website is secure and easily readable by search engines. The firm also earns a Content Quality score of 75 out of 100, meaning its pages clearly answer customer questions and provide content that AI assistants can quote directly.