Advisor profile


My approach

Bryan Everhart - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Bryan Everhart - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Christian Financial Strategies
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Charitable Giving
  • Insurance
  • Investments
  • Saving for Education
  • Retirement Plan Distribution
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science in Business Administration, Marketing, Shippensburg University, Pennsylvania

Interests

I married my wonderful wife, Amanda, in June of 2012.

We enjoy traveling, hanging out by the pool and many other outdoor activities. In addition, we love spending time with family, friends and our two amazing children, Silas and Hannah.

I am a member of Community Fellowship Church in Lancaster, PA.

I play recreational softball, volleyball and soccer.

I am an avid sports fan and my favorite teams include Penn State football, the Philadelphia Eagles, Phillies, Flyers and Sixers.

Community participation

-Short Term Missionary for Joni & Friends Family Retreat

-Volunteer for Journeys Disability Ministry at Manor Church