Fort Myers, FL Office

Team
Updated today

Client AUM

$2,358,634,604

Clients

2,268

Advisors

4

Of 36 advisors across 3 offices

Location

12140 Carissa Commerce Court Suite 104

Fort Myers FL 33966

Advisors at this office

4

Advisors at this office

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Christopher M

Series 65

Fort Myers, FL

Everhart Advisors

Christopher Massey is a financial advisor at Everhart Advisors in Fort Myers, FL, holding a Series 65 designation. He joined Everhart Advisors in 2026 and has prior experience at Chico's FAS, Adidas, and Two Men and A Truck. Everhart Advisors serves retirement plan sponsors and individual clients, including high-net-worth households, providing retirement-plan consulting, wealth management, financial planning, and related services. The firm employs a long-term, disciplined investment approach using diversified, lower-cost investments and selective third-party sub-advisers, supported by client education and periodic portfolio reviews.

Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Business succession planning Tax strategies for small businesses Founder/Business Owner Retired
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Carson P

Series 65

Fort Myers, FL

Everhart Advisors

Carson Pearlman is a financial advisor at Everhart Advisors with five years of industry experience. He holds a Series 65 designation and has worked at Everhart Advisors since 2021. Prior to that, he gained experience at Case Pearlman Retirement Plan Advisors, Fedex, Ecoshield Pest Control, Hurley, and Jacksonville University. Everhart Advisors provides advisory services to retirement plan sponsors and individual clients, including high-net-worth households. The firm offers retirement-plan consulting, wealth management, financial planning, and related services, using a long-term, disciplined investment approach with diversified, lower-cost investments and selective use of third-party sub-advisers.

Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Business succession planning Tax strategies for small businesses Founder/Business Owner Retired
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Dennis P

Series 65

Fort Myers, FL

Everhart Advisors

Dennis Pearlman is a financial advisor at Everhart Advisors with 15 years of industry experience. He holds a Series 65 credential and previously worked for Case Pearlman Retirement Plan Advisors, LLC from 2011 to 2021 before joining Everhart Advisors. Outside of his advisory role, he serves as a trustee officer on the City of Fort Myers General Employees' Pension Plan Board of Trustees and provides professional development consulting through Winning Dynamics, LLC, assisting business professionals and elected officials in the Southwest Florida community. Everhart Advisors offers advisory services to retirement plan sponsors and individual clients, including high-net-worth households, with a focus on retirement-plan consulting, wealth management, and financial planning. The firm employs a long-term, disciplined investment approach emphasizing diversified, lower-cost investments, client education, and strategic alliances to enhance service offerings.

Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Business succession planning Tax strategies for small businesses Founder/Business Owner Retired
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Logan P

Series 65

Fort Myers, FL

Everhart Advisors

Logan Pearlman is a financial advisor at Everhart Advisors in Fort Myers, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Everhart Advisors, he worked at Covenant College and Evangelical Christian School. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities, providing wealth management, portfolio management, and retirement plan consulting. The firm follows a buy-and-hold investment approach focused on low-cost, diversified investments and uses a formal due-diligence process for retirement plan options.

Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Business succession planning Tax strategies for small businesses Founder/Business Owner Retired
View complete list of advisors at this office
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