As an independent firm, Henderson Brothers Financial Partners helps our clients identify some of the most comprehensive investment strategies available. With no proprietary products or affiliations with investment managers, we offer independent and experienced recommendations. Our independence enables us to offer strategies and plans that are singularly focused on managing investment goals.
With extensive knowledge in the investing landscape and our extensive research tools, we have developed a thorough assessment process that holistically examines investment managers, their firms and funds to determine which strategies are best suited for our clients. Our process uses quantitative measures over multiple time frames to find managers who have demonstrated consistent performance. Then, we take a deeper look at the parent organization, the entire investment team, and their processes. We aim to identify managers who provide stable and consistent results. With this freedom to choose from any provider, we can then craft customized retirement solutions that focus on your assets, risk tolerance, goals and ambitions.
For employer retirement plans, we assist plan sponsors in managing the fiduciary obligations that come with offering a competitive retirement plan. From small businesses to large corporations, we take the time to study and understand your organization. We help you search for plans and providers that seek to provide value both to your organization and employees. If a plan’s performance or processes change over time, we too will also adapt.
When it comes to our wealth management practice, our advisors prioritize building an integrative, confident approach to planning. Our priority is to provide you, the client, with the best value in the context of communication and transparency. By maintaining a strong relationship with clients, we understand what a successful retirement means to you. We want to hear your unique story – your day-to-day activities, your family, your ambitions – and identify solutions that match your stage in life and household’s needs.
Open and honest communication is important to us and is essential to our core mission of helping people.
See how we can help you today.
