McHenry Advisers

Financial ServicesOhio, United States11-50 Employees

McHenry Advisers is a financial services firm based in New Albany, Ohio, that concentrates on strategic retirement planning and tax optimization for high-net-worth business owners. The organization acts as an enrolled actuary and collaborates with financial advisors, CPAs, RIAs, and estate attorneys to design and administer highly customized, tax-efficient retirement strategies, including qualified plans such as Cash Balance Plans. Its approach aims to lower both current and future tax liabilities while increasing retirement savings, delivered through a boutique, high-touch service model.

With more than 27 years of experience in retirement planning, McHenry Advisers serves over 2,700 qualified plan sponsors nationwide and has consulted on more than 10,000 retirement plans. The firm employs a multidisciplinary team that includes enrolled actuaries and tax strategy administrators, enabling sophisticated, sustainable solutions for high-income clients. Since 2006, it has been a trusted partner to top advisors and business owners, delivering nationwide service from its Ohio base.

Sign up for free to view info

Email Format Employee directory