A complete list of active advisors currently associated with Henderson Asset Management, LLC

Warmer can help you find a great advisor at Henderson Asset Management, LLC or one who fits your needs even better.

The firm’s sole investment adviser provides discretionary portfolio management for individual investors and personal trusts and also offers written financial planning and implementation support, including education on using online brokerage accounts. Like many independent advisers, it delivers ongoing portfolio supervision on an asset-based basis and offers planning on an hourly basis. The adviser follows a sector-rotation investment approach, concentrating allocations in areas judged likely to outperform over multi‑year cycles and combining equities, ETFs and fixed income while favoring established, dividend‑paying companies. The firm emphasizes tax efficiency and generally holds securities for longer periods to reduce tax consequences, and uses bonds, municipal issues and ETFs to generate income when that objective is prioritized. Uncommonly for a solo independent RIA, the adviser is also a licensed life and health insurance agent with a separate insurance practice and may recommend or implement insurance products or annuity moves (including 1035 exchanges) when appropriate, disclosing any commissions. The combination of boutique discretionary management, hands‑on brokerage training, use of a formal planning tool for written reports, and a material insurance practice (about 15% of workload) is less common among peers.

To learn more about the advisors currently working at Henderson Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.