Everhart Advisors
Max Rosenthal, CFP®, currently serves as a Wealth Manager at Everhart Advisors, a position held since February 2019. Prior experience includes working as a Financial Planning Analyst at Ameriprise Financial Services, where responsibilities were associated with Minneapolis Wealth Advisors, from September 2017 to February 2019. Additionally, Max was a NCAA Division 1 Student-Athlete in Men's Golf at The Ohio State University from August 2012 to May 2017 and gained practical experience as a Caddie at Interlachen Country Club during summer breaks from college. A Financial Planning Intern at Meristem Family Wealth in the summer of 2015 provided exposure to a Family Wealth Management firm. Max earned a Specialized Master in Finance from The Ohio State University Fisher College of Business in 2016-2017 and previously completed a degree in Consumer and Family Financial Services with a Business Minor at The Ohio State University.
Everhart Advisors
Everhart Advisors is an independent retirement plan advisory firm, providing a comprehensive suite of services to enhance employer-sponsored retirement plans, including fiduciary compliance & liability protection, investment due diligence, participant education & advice, plan design, cost control, and fee transparency. As a fee-based Registered Investment Advisor (RIA), Everhart Advisors delivers objective advice without regard to vendor selection. For more information regarding the PLANSPONSOR award visit: https://everhartadvisors.com/retirementplanadviseroftheyear/ 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 tax or legal advice. Posted comments may not be those of Everhart Advisors. Posted comments may not be representative of the experience of clients and do not indicate future performance or success. Everhart Advisors do not solicit investment advisory endorsements via wall comments or the “like” function.