McHenry Advisers
Financial Services • 
New Albany, Ohio, United States • 21-50 Employees
Company overview
| Headquarters | 134 East Main Street, New Albany, Ohio 43054, US |
| Phone number | +18008059538 |
| Websites | |
| NAICS | 52 |
| Keywords | Cash Balance Plan Design, Cash Balance Plan Managed Account Services, Cash Balance Plan Service, Retirement Plan Actuarial Services, Advanced Tax Strategies, Tax Free Retirement, Retirement Tax Minimization Strategy |
| Founded | 2003 |
| Employees | 21-50 |
| Socials |
Key Contacts at McHenry Advisers
Jeffrey Stack
Director Of Strategic Relationships
Brooke Remington
Director Of Operations
Amit Patel
Director Of Tax Strategy Administration
Michael Jewell
Director Of Tax Strategy Design
McHenry Advisers Email Formats
McHenry Advisers uses 2 email formats. The most common is {first name} (e.g., john@mchenry-advisers.com), used 93.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@mchenry-advisers.com | 93.1% |
{first initial} | j@mchenry-advisers.com | 6.9% |
About McHenry Advisers
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: (614) 927-0909 📍 Headquarters: Nationwide Service | Based in the U.S.
McHenry Advisers revenue & valuation
| Annual revenue | $2,737,760 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
McHenry Advisers has 30 employees across 5 departments.
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Number of employees
Funding Data
McHenry Advisers has never raised funding before.
McHenry Advisers Tech Stack
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