The Henderson Group, Virginia Email Format

Financial ServicesVirginia, United States0-1 Employees

The Henderson Group, Virginia is a financial services firm based in Staunton, Virginia, that focuses on family wealth management and succession planning on a fee-only basis. Led by David Henderson, CFP®, the practice emphasizes long-term relationships with clients, offering asset protection, estate and trust planning, retirement planning, risk management, investment guidance, and tax planning through ongoing, personalized engagement. Its client base includes professionals, entrepreneurs, and principals of closely held and family businesses, including farm owners and their families, with services tailored to lifetime financial management and business succession needs. The firm distinguishes itself by limiting its client load to preserve individualized service, collaborating with clients’ other professional advisors, and avoiding commissions or external compensation to minimize conflicts of interest. The company positions itself within the financial services industry as a specialty practice focused on holistic planning for individuals and families, particularly those facing succession considerations for family or farm enterprises, with a client-centric approach and regular reviews to align plans with evolving goals.

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