Boutique scale Hendricks Financial Services is a small independent firm with 0-1 employees, presenting a potential opportunity for outsourced advisory services, back-office support, compliance automation, or fractional COO/CFP services to boost capacity and professional reach.

Regional focus The firm serves residents in a defined set of states with a Denver base, suggesting sales plays around state-specific regulatory technology, RIA support, and targeted marketing to clients within those states who seek personalized financial planning.

Technology stack Current tech includes Drupal, jQuery, PHP, and analytics tools; there is room to upsell modern client portals, CRM integration, digital onboarding, and security/backup solutions to enhance client experience and compliance.

Revenue tier With annual revenue in the 1–10 million range, there is likely demand for scalable platforms, practice management software, investment research tooling, and vendor partnerships that can support growth without hiring large staff.

Strategic partners As an RIA with securities and insurance offerings through Commonwealth Financial Network and CES Insurance Agency, there are collaboration opportunities around technology integrations, marketing programs, and joint-funnel strategies to attract new clients in their target states.