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“Jim and his staff are great to work with. They really have a passion for what they do, which is paramount in an accountant and finance manager. He has done a great job managing the finances and taxes for my s corp. very happy with all of them so far. Highly recommend especially for small and medium size businesses!”
“Best thing we ever did was get connected to this group. Highly recommend. Your missing out if you dont?. Not enough adjectives to describe their professionalism, efficiency, willingness, on and on. Thank you very much for you help.”
“I made the switch to Everhart a few years ago and have been very happen with the advisory relationship. Not only have they been experts in managing 401k plans (like our company's) but they now are providing personal expert financial advisory services. My advisor Logan, is more thank helpful, understands how to help us navigate these crazy times and still stick to the financial plan. Would highly recommend Everhart Advisors to others.”
“I came to John feeling unsure about retirement, but he helped bring clarity and confidence to the entire process. He built a plan that not only aligned with my goals but also focused on tax-efficient investing — something I hadn’t considered before but now see the real value in.
He made everything easy to understand and always took the time to explain the “why” behind each move. I now feel set up for a secure retirement and finally have the peace of mind that I had been hoping for in my previous dealings with previous planners. If you want a smart, caring advisor who truly knows their stuff, John is the one.
He even meets with me over the weekend to accommodate our busy schedule. He makes our finances a priority!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“We've been happily trusting Adam and his team with our money since 2020. I appreciate his philosophy on investing and how well he explains it, along with the focus on our retirement goals and what we want to do vs strictly making the number bigger. He's a calm voice in a bewildering sea of craziness.”