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Everhart Financial Group, Inc.
Everhart Financial Group, Inc., operating as Everhart Advisors, is an independent, CEFEX-certified financial advisory and wealth management firm headquartered in Dublin, Ohio. Founded in 1995, the firm also maintains offices in Miamisburg, Ohio, and Fort Myers, Florida. It specializes in corporate retirement plan consulting—including 401(k) plan management—and provides wealth management, investment, and tax planning services for individuals and families. As of 2025, Everhart manages over $2.2 billion in assets under management and serves more than 2,000 individual clients and 540 plan clients. The team consists of approximately 45-47 employees, including a majority of investment professionals, and focuses on integrity-driven, fiduciary advice for organizations and individuals seeking tailored investment solutions.
Investment Strategy
Everhart Financial Group provides personalized investment management and advisory services with a fiduciary focus on client needs. Their approach centers on understanding each client's goals and developing tailored investment strategies for both retirement plan sponsors and individual investors. For corporate clients, Everhart offers 401(k) plan consulting (investment lineup selection, fee benchmarking, fiduciary risk management, and employee education), while for individuals and families, the firm creates and manages portfolios aligned with retirement timelines and financial objectives. Everhart uses a disciplined, goal-oriented methodology, aiming to provide peace of mind and long-term financial growth through diversified portfolios, ongoing monitoring, and comprehensive financial planning, including tax and legacy planning. The firm emphasizes independent research, individualized service, and transparency in both its corporate and private client engagements.
Latest 13F Filing Activity
Everhart Financial Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 338 equity positions with a total 13F market value of $865M. The fund increased holdings in Vanguard Index FDS, Vanguard Index FDS, Nvidia Corporation among other positions. Everhart Financial Group, Inc. reduced exposure to Vanguard BD Index FDS, Apple Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (338)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 14.01% | $121.2M | 685,866 | $169.26 | $176.74 | +$14.3M |
V VUG | VANGUARD INDEX FDS | 12.70% | $109.9M | 250,772 | $371.24 | $438.40 | +$30.3M |
V VTI | VANGUARD INDEX FDS | 7.29% | $63.1M | 207,589 | $231.24 | $303.93 | +$4.4M |
N NVDA | NVIDIA CORPORATION | 3.81% | $33.0M | 208,869 | $56.19 | $157.99 | +$10.8M |
B BIV | VANGUARD BD INDEX FDS | 3.74% | $32.4M | 418,808 | $76.65 | $77.34 | -$4.5M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Columbus, OH , United States |
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