Carleton McHenry, CFP®

Experience

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  Merrill Lynch

  Jan 1998 - Jan 2000

  Financial Advisor
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  GWFC

  Jan 2000 - Jan 2004

  Finance Advisor
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  McHenry Capital, LLC

  Jun 2005 - now

  Certified Financial Planner | College Planning l Retirement | Investments | Estate | Insurance

  McHenry Capital, LLC is a fee-only wealth management firm that works with families. We help our clients manage their wealth more effectively so they can maximize and achieve their best Return on Life (ROL).

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  FWAC

  Dec 2008 - Dec 2019

  FWAC Member | Women of Wealth | Retirement | Estate | Investments | Insurance

  Founded in 1981, the Family Wealth Advisors Council (FWAC) is a national network of independent, fee-only wealth management firms that collectively manage over $3 billion in assets. The firms in FWAC share a common belief that our clients come first in all of our dealings. In a world where many large brokerage firms and major banks consistently look for ways to sell their customers high cost products that they may not need, Family Wealth Advisors will only provide advice that meets a higher standard of ethics on behalf of our clients. An important distinction between Family Wealth advisors and many other advisors is that we are held to a higher fiduciary standard. We sell no financial products, have no hidden agendas and are always “on the same side of the table” as our clients. Women control an extraordinary amount of wealth in America, and it’s only going to grow. In fact, 95% of women will be their family’s primary financial decision maker at some point in their lives. The members of the Family Wealth Advisors Council are recognized leaders on women’s financial needs. Through our research, authorship and speaking engagements, we share our firm belief that women today cannot be treated collectively, but rather, understood individually.FWAC members are committed to thought leadership in our industry around women’s needs. We have authored highly informative papers addressing some of the pressing concerns of women – the Women of Wealth national study paper, Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them?, Caught in the Middle: How Does The Sandwich Generation Woman Not Get Squeezed?, and The Breadwinner Woman. Show less