What departments does McHenry Advisers have?

McHenry Advisers has employees across 3 departments including Operations, Analytics, Consultant.

What is the largest department at McHenry Advisers?

The largest department at McHenry Advisers is Operations with 1 employees.

Where are McHenry Advisers employees located globally?

McHenry Advisers has employees across 1 continents and 1 countries including United States Of America.

How has McHenry Advisers's team size changed over time?

McHenry Advisers's team has grown from approximately 34 to 35 employees based on available data.

McHenry Advisers Employee Directory

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.

McHenry Advisers Global Highlights

North America
40

United States Of America
40

McHenry Advisers's Leadership

T. S.
Chief Executive Officer
Mobile Phone
Email
B. R.
Director Of Operations
Mobile Phone
Email
A. M.
Consulting Actuary
Mobile Phone
Email
K. L.
Analyst
Mobile Phone
Email
S. K.
Pension Consultant
Mobile Phone
Email

McHenry Advisers Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Program & Project Management
Legal
Accounting
Other
Consultant
Branding

Contact profiles from McHenry Advisers

Name

Title

Contact Info

Location

Last Update

T. S.
Chief Executive Officer
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
B. R.
Director Of Operations
Mobile Phone
Email
United StatesGeorgia
Apr 14, 2026
A. M.
Consulting Actuary
Mobile Phone
Email
UNITED STATES
Jul 16, 2025
K. L.
Analyst
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
S. K.
Pension Consultant
Mobile Phone
Email
UNITED STATES
Aug 04, 2023

Frequently Asked Questions

What is McHenry Advisers known for?

McHenry Advisers was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 134 East Main Street New Albany, Ohio 43054 United States. Explore McHenry Advisers's company overview page for more information.

What is McHenry Advisers's most common email format?

McHenry Advisers employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more McHenry Advisers email formats with LeadIQ.

How many employees does McHenry Advisers have currently?

McHenry Advisers has approximately 30 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are McHenry Advisers's key employees and leadership?

As of June 2026, McHenry Advisers's key employees include:

Chief Executive Officer: T. S.
Director Of Operations: B. R.
Consulting Actuary: A. M.
Analyst: K. L.
Pension Consultant: S. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

McHenry Advisers Employee Directory

Find McHenry Advisers employees' phone numbers or email addresses

Name search is limited — try advanced search instead