Matthew Joseph O'hara
Investment adviser representative at Everhart Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Everhart AdvisorsFeb 2024 to now
- Big Ten PlusDec 2018 to now
- Big Ten Network PlusJan 2021 to Oct 2021
- Columbus CapitalDec 2020 to Jan 2024
- Raymond James Financial Services Advisors, Inc.Dec 2020 to Jan 2024
- Raymond James Financial Services, Inc.Dec 2020 to Jan 2024
- Raymond James & AssociatesJul 2018 to Dec 2020
- The Ohio State UniversityJan 2018 to Jan 2018
- Waddell & Reed, IncApr 2017 to Apr 2018
- UnemployedFeb 2017 to Apr 2017
- Northwestern Mutual Investment Services LLCJan 2016 to Feb 2017
- Northwestern Mutual Life Insurance CompanyJun 2015 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (OH).
Everhart Advisors
Legal name: Everhart Financial Group Inc
$2.5BAssets managed
2,912Clients
36Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6487047
- Firm CRD
- 107091