McHenry Partners
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About The Firm
Since 1998 as McHenry Consulting Group, McHenry has led the marketplace on important issues related to investment-based employee benefits and institutional/personal asset management. Topics have included retirement plan revenue sharing and economics, plan administration /technologies, plan service integration, self-directed brokerage accounts, retirement income and executive deferred compensation programs. Our mission has always been to provide the marketplace and our clients with information, industry knowledge and an independent perspective that can help our audience make better decisions.

As an advisor to corporate clients, McHenry has helped firms as diverse as IBM, American Presidents Lines (APL), Mammoth Healthcare System, The Men’s Wearhouse and London Fog Industries. As a strategic consultant for financial institutions, McHenry has supported the business planning and product development of firms such as Charles Schwab, Vanguard and Principal Financial Group.

Today, McHenry serves as a public-interest information portal and community hub for professionals that serve fiduciary investors—corporate employers, foundations/endowments—in financial, legal and human resources roles, as well as volunteers that serve as board members and directors.

We have a special interest in the financial management and long-term funding of retirement plans for health care providers (both for-profit and not-for-profit), including hospitals, clinics, medical practices and groups.