McHenry Partners

We serve clients throughout the United States, with a special interest and expertise in the health care industry:

For a fact sheet on Corporate
Retirement Services, click here.

Corporate | Not-for-profit | Private Client


	McHenry provides independent financial advice and investment options to corporate employers and their retirement plans. The firm is dedicated to the delivery of high-value services with an eye toward our clients’ returns, risks and expenses. Our comprehensive investment services help employers and employees achieve their goals. We deliver solutions as a trusted member of the organization’s advisory team. We provide a comprehensive approach in our advisory process. The process relies on objectivity, accountability, and a thorough understanding of our clients’ objectives and goals, whether defined contribution, defined benefit or deferred compensation plans. McHenry supports open-architecture and fee transparency. We work with leading managers, custodians and vendors to meet your needs. We are advisors, not brokers. We do not receive revenue sharing, commissions or placement fees; nor do we participate in investment management or service fees generated by our clients’ investment portfolios or assets. Managing risk for your plan and your company? If you don’t measure it, you can’t manage it. And if your process isn’t documented, it doesn’t exist.