Everhart Advisors

Everhart Advisors, formerly known as Everhart Financial Group, Inc., is a registered investment adviser founded in 1995. The firm provides tailored investment advisory services to retirement benefit plans, individuals, and entities. For retirement plans, Everhart Advisors offers consulting services, investment advice, fiduciary due diligence, and employee education. The firm may recommend changes to investment options, draft investment policy statements, and provide plan design guidance. Additionally, they offer asset allocation models, vendor research, newsletter campaigns, and plan design guidance. Everhart Advisors also provides wealth management services, focusing on capital needs, risk management, tax planning, retirement planning, and estate planning. The firm follows a buy and hold investment strategy, preferring low expenses, stability, and appropriate diversification. Clients are charged an advisory fee based on a percentage of assets under management, with a tiered fee schedule. Everhart Advisors discloses its fiduciary role under ERISA and the Internal Revenue Code, as well as any material changes to its business practices. The firm does not vote proxies on behalf of clients and does not have custody of assets for retirement plan sponsor clients. Clients are encouraged to review account statements and compare them with information provided by Everhart Advisors. The firm does not vote proxies on behalf of clients and does not have custody of assets for retirement plan sponsor clients. Clients are encouraged to review account statements and compare them with information provided by Everhart Advisors.