Case Pearlman Corporate Benefits is an independently owned financial advisory firm based in Fort Myers, FL, specializing in 401(k) plan consulting, wealth management, and tax consulting. With over 28 years of experience, their team of experienced fiduciaries provides personalized advice to help clients reach their financial goals. They are nationally recognized and CEFEX-certified, offering services such as investment selection monitoring, fee benchmarking, retirement planning, and tax planning.
Everhart Advisors is a financial advisory firm with offices in Columbus and Dayton, Ohio, as well as Fort Myers, Florida. Founded on integrity and passion, they specialize in corporate retirement plan consulting and wealth management for individuals. With a focus on delivering the best possible outcomes for clients, Everhart Advisors offers services such as 401(k) plan consulting, investment management, tax consulting, and wealth transfer. They have a strong track record with over 500 plan clients and $3.4 billion in assets under advisement.
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