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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!”
“We have been thinking of consolidating several asset accounts into one place. On Monday, we were just passing by and walked into Charls Schwab Dublin office without appointment late in afternoon.The consultant, Clay Muhlenkamp, met with us and listened to our needs. He did a great job, explaining Charls Schwarb services in details and provided a specific plan for us. I think Clay is very professional and customer oriented. When we left, it was well over 5:30pm and the office was supposed to close at 5:00pm.Thanks for the great advice and we are considering Charls Schwab for our finincial needs in the near future.”
Financial Advising
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“We’ve worked with Adam and his team through two home purchases, two out-of-state moves, and countless random financial questions. The team is patient, responsive, and always willing to walk us through the complex world of finance. We truly appreciate the support and guidance we’ve received over the years and can’t recommend them enough.”