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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!”
“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.”
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.”