Everhart Advisors
Highly Engaged Employees
Highly Engaged EmployeesBusiness Services · Ohio, United States · 11-50 Employees
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Overview
Headquarters
2 Prestige Pl Ste 130, Miamisburg, Ohio,...Phone Number
(614) 717-9705Website
www.everhartadvisors.comRevenue
$13.9 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
2
1
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1
About Everhart Advisors
Everhart Advisors is an independent consulting and advisory firm dedicated to enhancing employer-sponsored retirement plans. It delivers a comprehensive suite of services including fiduciary compliance and protection, investment selection and due diligence, vendor benchmarking and searches, and employee education and personalized advice. The firm currently employs 19 in its Dublin office in addition to the five employees in Dayton. This acquisition is the first step in the company's plans for growth. Everhart Advisors recently purchased a building in Metro Place in Dublin, and will move into the larger space this summer. Everhart Advisors has been recognized as a PlanAdviser's 2016 Top 100 Retirement Plan Adviser, and was one of six finalists for the PlanSponsor Magazine Adviser Team of the Year in 2013. Most recently, Columbus Business First named the firm as a "Fast 50" finalist for the fourth year in a row.Explore more
Everhart Advisors Org Chart
LJ
Partner. President, Wealth Management
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Revenue
Number of Employees
Type
Funding
Founded In
Everhart Advisors
$13.9M
11-50
Private
<$5M
1995
BH
Brian HannaPartner. President, Retirement Plan Services
Company Profile Activity
Activity Insights
Everhart Advisors is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Everhart Advisors is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Everhart Advisors.
Everhart Advisors financials insights
Gather financial insights about Everhart Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Everhart Advisors Tech Stack
A closer look at the technologies used by Everhart Advisors
Most Recent Scoops
Facilities Relocation / Expansion
Everhart Advisors is planning to move offices in July 2025. The move will impact employees at the existing office located at 535 Metro Place South, Dublin, OH.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Everhart Advisors is planning to move offices in April 2025. The move will impact approximately 9 employees at the existing office located at 535 Metro Pl S Ste. 100, Dublin, OH.
Facilities Relocation/Expansion
Funding
Everhart Advisors has received an SBA PPP loan for $350,000-1 million from Buckeye State Bank.
Funding
Everhart Advisors News & Media
Everhart Advisors Announces the Addition of Five New Shareholders
Everhart Advisors is thrilled to announce that five employees, Lisa Block, Jon Hlavac, Logan Jones, Becky McMillen and Ian Schmidt have become shareholders. (PRWeb June 24, 2019) Read the full story at https://www.prweb.com/releases/everhart_advisors_announces_the_addition_of_five_new_shareholders/prweb16393735.htm
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Frequently Asked Questions Regarding Everhart Advisors
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Everhart Advisors is an independent consulting and advisory firm dedicated to enhancing employer-sponsored retirement plans. It delivers a comprehensive suite of services including fiduciary compliance and protection, investment selection and due diligence, vendor benchmarking and searches, and employee education and personalized advice. The firm c... Read More
