Everhart Advisors Employee Directory

Financial ServicesOhio, United States51-200 Employees

Everhart Advisors is a financial advisory firm specializing in corporate retirement plan consulting and wealth management for individuals and families. Our firm is founded on a commitment to integrity, passion, and a focus on delivering the best possible outcomes for our clients, with offices in Columbus and Dayton, Ohio, and Fort Myers, Florida.

For more information regarding our awards and recognitions visit: https://everhartadvisors.com/about-us/awards-and-recognitions/

Everhart Advisors is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Everhart Advisors and its representatives are properly licensed or exempt from licensure. 

Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Everhart Advisors does not endorse, authorize or sponsor third party content, services, products or information.

As a registered investment advisory firm, we are restricted from posting any form of testimonial related to our investment advisory services. Thus, LinkedIn recommendations and endorsements must be disabled.

Everhart Advisors does not provide legal advice. Posted comments may not be those of Everhart Advisors. Posted comments may not be representative of our clients' experience and do not indicate future performance or success. Everhart Advisors does not solicit investment advisory endorsements via wall comments or the ‘like’ function.

Find Everhart Advisors employees' phone numbers or email addresses

Everhart Advisors Global Highlights

Location
Employees

North America
86

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  • United States Of America
    86

Everhart Advisors's Leadership

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    R. S.
    Vice President Of Information Technology
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    L. B.
    President
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    B. M.
    Controller
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    C. P.
    Relationship Manager & Investment Advisor Rep
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    A. P.
    Relationship Manager
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    A. S.
    Wealth Manager
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    A. R.
    Manager, Production
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    C. B.
    Purchasing Manager
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Everhart Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Business
  • Legal
  • Accounting
  • Other

Contact profiles from Everhart Advisors

Name
Title
Contact Info
Location
Last Update
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    D. M. P.
    Senior Retirement Plan Consultant, Partner
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    United StatesFlorida
    Nov 17, 2025

Frequently Asked Questions

What is Everhart Advisors known for?

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Everhart Advisors was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 535 Metro Place South Dublin, Ohio 43017 United States; you can contact the main corporate office by phone at . Explore Everhart Advisors's company overview page for more information.

What is Everhart Advisors's most common email format?

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Everhart Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Everhart Advisors email formats with LeadIQ.

How many employees does Everhart Advisors have currently?

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Everhart Advisors has approximately 59 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Everhart Advisors's key employees and leadership?

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As of February 2026, Everhart Advisors's key employees include:

  • Vice President Of Information Technology: R. S.
  • President: L. B.
  • Controller: B. M.
  • Relationship Manager & Investment Advisor Rep: C. P.
  • Relationship Manager: A. P.

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