Why McHenry Capital?

When you're looking for someone to help you financially manage your retirement, turn to McHenry Capital.

Why choose us?

RETIREMENT SPECIALISTS - We work exclusively with people who are about to or who just recently retired. Our entire focus is on helping this niche of people make a successful transition into 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 just using annuities, retirement income funds or running Monte Carlo simulations.  Our process entails helping you create an income stream for the rest of your life, managing your money to ensure your assets achieve long term growth, and positioning your estate to align with your ultimate wealth transfer goals and desires.

PRODUCT NEUTRAL - Our Investment Planning process is completely product neutral. 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 duty to act in your best interest at all times. What all of this really means is that we work with our clients in what we believe is the fairest manner possible for all.

CLARITY - Perhaps the most important virtue we bring is the ability to help you get really clear on your retirement. By working one on one in a very intimate manner, we can get to know you and what you want retirement to actually look like. We do not use a multi-team approach or pass your relationship with us on to other people. You will work exclusively with Carleton on all matters at all times.