Everhart Advisors

Everhart Advisors is a wealth management firm in Dublin, Ohio, providing financial advisory services focused on corporate retirement plan consulting and personalized wealth management for individuals and families. The firm specializes in fiduciary protection, investment selection and monitoring, fee benchmarking and vendor selection, plan design consulting, employee education, and comprehensive financial planning including retirement, tax, legacy, and multigenerational strategies. With over three decades of experience, Everhart Advisors serves clients across Ohio and Florida, offering independent, client-centered advice through a nationally recognized, independently owned practice. The firm holds a 5.00 rating based on client feedback, reflecting strong trust and satisfaction.

Everhart Advisors is founded on a commitment to integrity and delivering optimal outcomes through a fiduciary-driven approach. As a CEFEX-certified, ERISA fiduciary, the firm serves as either a 3(21) or 3(38) fiduciary, ensuring clients are protected through rigorous processes and documentation. The firm’s proprietary Scorecard System™ supports investment selection and monitoring, while its Fiduciary Fitness Program ensures compliance, governance, and transparency. Services include plan design, employee education, quarterly performance reporting, and vendor evaluation, all delivered with a focus on prudence, process, and client success.

Located on Rings Road in Dublin, Ohio, Everhart Advisors sits just a short distance from Fire Station 95, Sam & Eulalia Frantz Park, Cramer Ditch, and the Field of Corn with Osage Orange Trees, with Frantz Road serving as a nearby main thoroughfare. The firm’s physical presence is anchored in a well-connected area with accessible public infrastructure and green spaces.

Everhart Advisors is recognized for its well-documented business information and a website optimized for clarity and search engine readability, supporting easy access to services, team details, and client resources. The firm’s long-standing reputation for fiduciary excellence, independent advising, and comprehensive solutions solidifies its standing as a trusted leader in retirement and wealth management within the region.

In Dublin, Everhart Advisors stands out as a dedicated partner in financial security, combining deep expertise with a client-first philosophy to help individuals and organizations achieve lasting financial well-being.