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Max Rosenthal

Wealth Manager

Everhart Advisors

United States, Ohio, Columbus

About Me

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

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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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