​Everhart Advisors has a strategic partnership with CMAA and advises on the Club 401(k) Retirement Plan which is available to all CMAA member clubs. With the CMAA Club 401(k) Retirement plan, clubs can deliver a cost-effective, practical retirement solution created specifically to meet the unique needs of their club and the individual needs of their employees. Everhart Advisors also serves as a faculty member for the Business Management Institute and educates individuals pursuing the Certified Club Manager designation.  

Everhart Advisors is a corporate retirement plan consulting and investment advisory firm focused on helping employers build, maintain, and enhance 401(k) plans. Everhart Advisors is committed to preparing employees and protecting employers. Everhart Advisors delivers a comprehensive suite of services including fiduciary compliance and protection, investment selection and due diligence, vendor benchmarking and searches, and employee education and personalized advice.

Logan Jones, CFP®, CIMA®, CPWA®, CEPA®

Partner and the President of Wealth Management

loganj@everhartadvisors.com

(614) 717-9705