Everhart Advisors

Everhart Advisors

Founded in 1995 and headquartered in Dublin, Ohio, Everhart Advisors is a veteran wealth-management practice in the Columbus metropolitan area. The firm advises individuals, high-net-worth families, and business entities, with a service model that layers financial planning, tax planning, and investment portfolio management rather than offering a standalone product. Public records list Everhart as a registered investment advisor, a structure that imposes a fiduciary standard on its client relationships. The firm's investment approach integrates tax-aware asset allocation with traditional portfolio construction, a combination that often appeals to business owners and professionals dealing with concentrated stock positions or illiquid operating-company wealth. While Everhart does not publicly disclose a discrete asset-class breakdown, standard RIA-of-its-era playbooks typically span US equities, fixed income, and mutual-fund or ETF sleeves, with allocations to alternatives where client suitability warrants. The geographic footprint appears concentrated in central Ohio, consistent with a relationship-driven local advisory practice. Everhart Advisors operates from a single Dublin, Ohio location based on available filings. No adjacent philanthropic foundations, real-asset arms, or club-style co-investment vehicles are disclosed in the public record. Team size and total assets under advisement are not publicly reported. In the absence of published AUM or deployment figures, the firm's scale is best understood as regional rather than national. Structurally, Everhart sits at the intersection of fee-based financial planning and investment management — a hybrid that differentiates it from both pure broker-dealer shops and institutionally scaled RIAs. The firm's multi-decade tenure in one geography suggests a governance or succession model designed for continuity, though no public documents detail the ownership or next-generation leadership structure.