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 10,000 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: info@mchenryadvisers.com
🌐 Website: www.mchenryadvisers.com
📞 Phone: [Insert your preferred business number]
📍 Headquarters: Nationwide Service | Based in the U.S.
Company Details
- Employees
- 34
- Founded
- -
- Address
- 134 East Main Street, New Albany,ohio 43054,united States
- Phone
- +1 800 805 9538
- in****@****ers.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- mchenry-advisers.com
- Keywords
- Cash Balance Plan Design, Cash Balance Plan Service, Retirement Plan Actuarial Services, Cash Balance Plan Managed Account Services, Advanced Tax Strategies, Tax Free Retirement, Retirement Tax Minimization Strategy.
- HQ
- New Albany, Ohio
Mchenry Advisers Questions
Mchenry Advisers's helpline number is +1 800 805 9538
Mchenry Advisers's website is mchenry-advisers.com
Mchenry Advisers's LinkedIn profile is https://www.linkedin.com/company/mchenry-advisers
Mchenry Advisers has
34 employees.
View email and phone details for 34
employees at Mchenry Advisers.
Mchenry Advisers's industry is
Financial Services
Mchenry Advisers's top competitors are
The Equus Group,
Investment Banking Program,
Sai Art Group Dance Academy,
Qual-Med Supply Inc,
Orange Barrel Media,
Constructconnect,
Fortunet Capital,
Unitedhealthcare,
Equitable Advisors,
Traba.
Mchenry Advisers's support email address is info@mchenry-advisers.com
Mchenry Advisers's categories are Financial Services
Mchenry Advisers's founding year is 2003
