What is Everhart Advisors?
Everhart Advisors operates as an independent consulting and advisory firm dedicated to optimizing employer-sponsored retirement plans. The company offers a comprehensive suite of services, including fiduciary compliance and protection, rigorous investment selection and due diligence, vendor benchmarking and searches, and robust employee education programs coupled with personalized advice. With a team of 19 employees in its Dublin office and five in Dayton, Everhart Advisors has garnered recognition, including being named a PlanAdviser's 2016 Top 100 Retirement Plan Adviser and a finalist for PlanSponsor Magazine Adviser Team of the Year in 2013. The firm has also been a consistent "Fast 50" finalist for Columbus Business First.
How much funding has Everhart Advisors raised?
Everhart Advisors has raised a total of $350K across 1 funding round:
Debt
$350K
Debt (2020): $350K with participation from PPP
What's next for Everhart Advisors?
The recent strategic investment of $350K signals a pivotal moment for Everhart Advisors, positioning the company for accelerated expansion. This capital infusion is expected to fuel the firm's growth trajectory, potentially enabling further service diversification and market penetration. The company's recent acquisition of a building in Metro Place, Dublin, indicates a tangible commitment to scaling operations and enhancing its physical presence. As Everhart Advisors continues its strategic development, further investment rounds or debt financing may be anticipated to support its ambitious expansion plans within the competitive retirement advisory landscape.
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