Matthew
O'Hara
Everhart Advisors
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About this Advisor
Matthew O'Hara is a financial advisor based in Dublin, Ohio, working with Everhart Advisors. Matthew has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, The Huntington National Bank, Waddell & Reed, Inc, The Ohio State University, Raymond James & Associates, Big Ten Plus, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Columbus Capital, Big Ten Network Plus, and Everhart Advisors. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Matthew is part of Everhart Advisors, which operates out of Dublin, Ohio. The firm has 2 offices and 47 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Everhart Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Everhart Advisors Brokerage Details
$1,445,557,781
47
4,645
$311,207
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew O'Hara Work History
Everhart Advisors
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Columbus Capital
Big Ten Plus
Big Ten Network Plus
The Ohio State University
Raymond James & Associates
Waddell & Reed, Inc
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
The Huntington National Bank
Student
Disclosures
Please visit the SEC profile of Matthew O'Hara to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Everhart Advisors
Miamisburg, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Miamisburg, OH
Dublin, OH
Fort Myers, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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