A complete list of active advisors currently associated with Everhart Advisors

Warmer can help you find a great advisor at Everhart Advisors or one who fits your needs even better.

Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors and wealth management services for individuals and entities, including high-net-worth clients. The firm serves as an ERISA fiduciary in 3(21) or 3(38) capacities for some plans and offers participant education, cash-balance plan consulting, and limited family-office and legacy-planning services. The firm follows a long-term, disciplined buy-and-hold investment philosophy, uses model portfolios and third-party sub-advisers (including arrangements with SEI and Parametric) when appropriate, and may recommend alternative investments and DFA funds as part of tailored portfolios. It also integrates tax, accounting, and bookkeeping work into its service offering through CPAs employed by or affiliated with the firm, and coordinates with sub-advisers for specialized capabilities like direct indexing and tax management. Everhart’s operations are notable for a strategic alliance and referral relationships with an independent accounting firm and other CPAs, in which the firm shares advisory fees under formal promoter/solicitor agreements (including a quarterly payment arrangement with the accounting firm). The brochure also discloses that some advisors are licensed insurance producers who may sell insurance products for commissions, that the firm distributes written educational communications supported in part by product sponsors, and that it has disclosed past regulatory matters involving a former employee that resulted in restitution and civil penalties.

To learn more about the advisors currently working at Everhart Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.