Max Rosenthal is a Wealth Manager at Everhart Advisors. Prior to joining the company, Max worked for a wealth management practice in Minneapolis, Minnesota. Max has helped hundreds of individuals and families with investment and wealth management. He also serves as the lead of the 401(k) education team, which focuses on educating thousands of employees across the company’s various retirement plan clients. Max completed programs at The Ohio State University and Northwestern University where he earned his CERTIFIED FINANCIAL PLANNER™ certification. Max Rosenthal has a Specialized Master in Business degree from the Max M. Fisher College of Business with

Max Rosenthal
Wealth Manager
Everhart Advisors
United States, Ohio, Columbus
About Me
Profile Information
Wealth Manager
Everhart Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Columbus
Ohio
United States
Jan 12, 2025
Work Experience
Everhart Advisors
Wealth Manager Feb 2019 - Present
Email: maxr@everhartadvisors.com
More profiles to browse
DJ Gillman
Senior Retirement Plan Consultant & Investment Advisor
Jonathan Hlavac
Financial Advisor, Certified Financial Planner
Frank Ciotola
Partner, Senior Retirement Plan Consultant & Investment Management Advisor
Philip Parker
Wealth Manager
You Might Like
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University