Everhart Advisors | Website Design & Dev Portfolio | Financial Services


Everhart Advisors

Web Design and Development for A Top Retirement Plan Advisor

The Client

In an industry known for stuffiness and confusion, Everhart Advisors stands out. Their high touch, team-based approach provides quality 401(k) guidance that extends to each employee. Everhart stands out as experts in their field, as evidenced by their continued recognitions and awards, such as PLANADVISER Magazine’s “Retirement Plan Adviser Mega Team of the Year”, and The Financial Times’ “Top 401 Retirement Plan Advisers.”

The Opportunity

The management team at Everhart knew their website was stale, and did not reflect the high levels of quality present in their organization. The information present on their online space was generic and provided no added value to their customers, while imagery on the site lacked the signature Everhart “personal touch”.

They knew they could do better. But, they didn’t know how.

The Outcome

Our comprehensive approach began with a power branding session with key stakeholders, employees, and customers. By getting to know the intricacies of the Everhart brand, straight from the mouths of the people that work with it day in and day out, we were able to craft a branding message that would last for years to come.

With new language to guide the Everhart brand, the next step was custom photography and videography that aligned with the brand guidelines and captured what makes Everhart so special: the team of incredible people that work in their offices. MJ2 conducted a full-day photo and video shoot on-site, with the entire firm in hand.

Everhart Advisors website design and development project.

The final phase of the project, the build-out of the new website, was now ready to begin. Our design team worked tirelessly to translate the new brand language into a visual style that was both professional and friendly. Once key stakeholders and employees were in agreement that the new design perfectly captured their business, our development team worked their magic. The final website represents a complete overhaul of the Everhart brand, with updated imagery, language, and design that will hold up for years to come, as well as a superb technological foundation that ensures security, speed, and ease-of-use.

Everhart Advisors booklet design project.