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
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