Max Rosenthal

Max Rosenthal is a Partner at Everhart Advisors in Columbus, OH, where he leads the firm’s workplace financial advising team and plays a senior role in client management and strategic development. He is responsible for advising both institutional and individual clients, with a particular focus on corporate retirement plan consultation and delivering financial wellness programs to employees. His expertise lies in retirement plan consulting, investment advisory services, and overseeing education initiatives for plan participants across more than 500 corporate retirement plans.

Rosenthal’s background includes roles as Wealth Manager at Everhart Advisors since 2019 and Financial Planning Analyst at Ameriprise Financial Services, LLC, prior to joining Everhart. His work centers on defined contribution and defined benefit plans, participant education, and designing plan investment menus. He is recognized for his leadership in retirement planning and for helping organizations implement fiduciary best practices.

He holds a Specialized Master in Finance and a degree in Consumer and Family Financial Services with a business minor from The Ohio State University Fisher College of Business. Rosenthal is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and in 2024, he was honored as an Emerging Leader by PLANADVISER for his impact in workplace retirement advisory services.