Why McHenry Capital?

When you're looking for someone to help you financially manage your retirement and create a real Retirement Strategy, turn to McHenry Capital.

Why Us?

RETIREMENT SPECIALISTS - We work exclusively with people who are about to enter or just recently entered retirement. Our entire focus is on helping this niche of people successfully navigate their retirement.

RETIREMENT STRATEGY - Most financial service professionals and companies have no real strategy in place for managing your retirement. Not only do we have a strategy, we believe it is superior to just about anything else out there such as using annuities, retirement income funds or running Monte Carlo simulations.  Our Retirement Strategy will help you create income for the rest of your life, manage your money to ensure long term growth, and position your estate to align with your ultimate wealth transfer goals and desires.

PRODUCT AGNOSTIC - Our Investment Planning process is completely product agnostic. That means we are NOT motivated by kickbacks or incentives to use certain investment products over others. We only use what we think are the best investment vehicles for your retirement.  Keep in mind there is no “Holy Grail” product when it comes to investing in retirement!

FEE-ONLY FIDUCIARY - Planning your retirement future is one of the most important tasks you will ever undertake. When you begin this journey, it's critical that you partner with someone you can trust. Because McHenry Capital is an independent, boutique, fee-only firm and not part of any major Wall Street or large financial services company, we are always able to give you objective financial advice. When you work with us, you never have to worry if we are recommending a course of action that might not be in your best interest simply because we are looking for a fast sales commission.  We are compensated only by our clients strictly through fees.  Also, we have a Fiduciary duty to act in your best interest at all times. 

Our Clients

McHenry Capital works with people who are on the verge of or just recently retired.
These are highly successful, affluent and super affluent individuals that typically fall into the Baby Boomer generation. Our clients come from a number of different industries such as Energy, Legal, Medicine, Real Estate, and a number of other small business capacities.

They are all worried about many things as they approach and enter into retirement.  Things like.... When can I really retire? Will my money last throughout retirement? How should I best manage my money during retirement?  Will my estate go to the right people/places that I cherish the most?

If you think this fits your profile, we encourage you to contact us either via phone or email to see if we may both be the right fit. If you have been referred to us, please mention who referred you.