The Henderson Group, Virginia

Financial ServicesVirginia, United States0-1 Employees

The Henderson Group specializes in family wealth management and succession planning on a fee-only basis. Led by David Henderson, CFP®, we provide our clients with 30 years of experience in asset protection, estate and trust planning, retirement planning, risk management, investment advice, and tax planning. Our clients have more of the truly valuable things in life. We see to it. In addition to our values-driven approach, here is how we distinguish ourselves. - We intentionally limit the size of our practice in order to provide each client with highly individualized, personal service. - We work with and through your professional advisors; we do not replace them. - We are compensated solely by fees paid by our clients and do not accept commissions or compensation from any other source. We believe that to do otherwise would be to invite significant conflicts of interest. Our clientele includes professionals, entrepreneurs, and principals of closely-held and family businesses, including farm owners and their families. Our focus lies in two areas, which are often related: Lifetime Financial Management for Individuals and Families. Implementing a financial plan for our clients is just the beginning of a process that lasts a lifetime, and often beyond. The nature of our engagement is a long-term relationship, during which we continually monitor the plan’s progress against our benchmarks. This relationship is characterized by frequent face-to-face meetings and telephone conversations where we discuss the client’s changing circumstances and goals, and adjust plans accordingly. Family and Farm Business Succession Planning. Advising the transition of the family business from one generation to the next is both an interest and expertise of The Henderson Group. We seek as a client any family business or farm owner who is currently wrestling with the myriad aspects of succession planning, or who will be soon.

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