A complete list of active advisors currently associated with Henderson Brothers Financial Partners LLC

Warmer can help you find a great advisor at Henderson Brothers Financial Partners LLC or one who fits your needs even better.

Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients) and institutional sponsors, with a particular emphasis on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm offers both discretionary and non‑discretionary asset management and delivers participant education and plan‑level services, while also facilitating access to pooled employer plans (PEPs), multiple employer plans (MEPs), and recordkeeper solutions for institutional clients. HBFP constructs portfolios using mutual funds, exchange‑traded funds, and third‑party portfolio managers, combining model‑based programs available through its custodian platform with traditional portfolio construction methods (including ESG screening, option strategies, and both long‑ and short‑term approaches). The firm routinely selects unaffiliated third‑party advisors for separately managed and wrap‑style programs and operates on an institutional custodial platform, which it discloses may include program‑level algorithms and model portfolios. A noteworthy aspect of the firm’s disclosures is that a member of its leadership is a licensed attorney who maintains a separate law practice; the brochure states legal services from that practice are not provided to HBFP clients. The firm is also affiliated with an independent insurance agency that shares back‑office and administrative resources, and some representatives are registered with the firm’s primary custodian, arrangements the firm discloses and addresses as potential conflicts of interest.

To learn more about the advisors currently working at Henderson Brothers Financial Partners 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.