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Current company Mchenry Advisers
Financial Services · 30 employees · Founded 2003 · New Albany, Ohio, United States
McHenry Advisers Enrolled Actuary | Strategic Tax Planning Partner to Financial Advisors & CPAs | HNW/UHNW Tax Reduction | Custom Cash Balance Plan Design | Advanced Retirement Tax Strategies | Boutique Approach At 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 Actuaries 1 Advanced Markets Attorney 8 Executive Concierge Team Members 25 Tax Strategy Administrators We 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 Connect Whether you\'re an advisor looking to bring more value to your clients or a business owner ready to reduce taxes and build wealth, we’re here to help. Email: i•••@mchenryadvisers.com Website: Phone:(61••••••09 Headquarters: Nationwide Service | Based in the U.S.