Scott R. McHenry

About Scott R. McHenry

I’m an Enrolled Actuary and Co-Founder of McHenry Advisers, where we specialize in helping financial advisors, CPAs, and RIAs reduce taxes for high-income and high-net-worth (HNW/UHNW) business owner clients through advanced qualified retirement plan strategies.Since 2006, our firm has designed, implemented, and administered thousands of Cash Balance Plans nationwide. With one of the most experienced actuarial and third-party administration (TPA) teams in the country, we help our professional partners deliver sophisticated, tax-efficient retirement planning solutions to their most valued clients.Our solutions are built to integrate seamlessly into your practice, enhancing your value proposition, deepening client relationships, and providing a competitive edge in the HNW/UHNW space. Core Services:• Advanced Cash Balance & Defined Benefit Plan Design• Full-Service TPA: Plan Implementation, Administration & Compliance• Profit Sharing & 401(k) Plan Integration• Retirement Tax Minimization: Repositioning assets into tax-advantaged structures• Actuarial Consulting & IRS Regulatory Compliance🤝 Who We Work With:• Financial Advisors• CPAs & RIAs• Estate Planning AttorneysWe collaborate with trusted advisors to create powerful, compliant, and highly customized retirement plan designs that meet the needs of:• High-income business ownersHNW & UHNW individuals• Entrepreneurs, physicians, real estate professionals, athletes, and other high-earning professionals What Sets Us Apart:• 2,700+ retirement plans under management• 46 team members, including 10 in-house actuaries and an Advanced Markets Attorney• Nationwide expertise with boutique, white-glove service• Deep specialization in tax-focused plan design and administration• Highly responsive Executive Concierge Team supporting our advisor partners from start to finishWe pride ourselves on being a strategic, behind-the-scenes partner—not a competitor. Our white-labeled solutions are designed to make you and your firm look exceptional. Let’s ConnectIf you’re an advisor, CPA, or RIA looking to differentiate your practice with advanced tax and retirement planning strategies, we’d love to work with you. I•••@mchenry-advisers.com (61••••••09

Experience

1. Founder and Chief Actuary

   Mchenry Advisers

   Feb 2006 — Present · New Albany, OH, US

   McHenry Advisers Summary:Enrolled Actuaries | Strategic Tax Planning Partner to Financial Advisors & CPAs | HNW/UHNW Tax Reduction | Custom Cash Balance Plan Design | Advanced Retirement Tax Strategies | TPA | Boutique ApproachAt McHenry Advisers, we collaborate with Financial Advisors, CPAs, RIAs, Estate Attorneys, and other Centers of Influence to help business owner clients reduce tax liabilities and maximize retirement savings through highly customized, tax-efficient strategies.With over 27 years of experience, we specialize in the design and administration of qualified retirement plans—including Cash Balance Plans—and advanced Retirement Tax Minimization strategies aimed at reducing both current and future tax burdens.We currently serve over 2,700 qualified plan sponsors nationwide and have consulted on more than retirement plans. Our deep knowledge of IRS regulations and complex planning scenarios allows us to deliver sophisticated, sustainable solutions tailored to high-income and high-net-worth business owners.Our expert team of 46 professionals includes:10 Enrolled Actuaries1 Advanced Markets Attorney8 Executive Concierge Team Members25 Tax Strategy AdministratorsWe deliver a high-touch, boutique experience with white-glove service and flawless execution tailored to each client’s unique needs.Since 2006, McHenry Advisers has been a trusted partner to top advisors and business owners—helping reduce taxes, grow wealth, and secure lasting financial legacies. Let’s ConnectWhether you\'re an advisor looking to bring more value to your clients or a CPA looking for more more tax savings for your clients, we’re here to help. Email: i•••@mchenry-advisers.com Website: Phone: 80••••••38 Headquarters: Nationwide Service | Based in the U.S.

Education

• Miami University

  BS

  1992 — 1996

Skills

• Retirement
• Erisa
• Cash Balance
• Employee Benefits
• Investments
• Actuarial Science
• 401k
• Retirement Planning
• Retirement Plan Consulting
• Asset Allocation
• Defined Benefit
• Pensions
• Actuarial
• Monte Carlo Simulation
• Profit Sharing
• Pension Administration
• Defined Contribution
• Enrolled Actuary
• Qualified Retirement Plans
• Life Insurance