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

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

Henderson Financial Group serves individual and high‑net‑worth clients as well as small businesses and plan sponsors, providing wealth management, project‑based financial planning, stand‑alone investment management, retirement plan consulting, and educational seminars or speaking engagements. The firm also offers tax preparation and planning services and works with clients across a range of financial planning topics. HFG develops personalized investment policies using fundamental analysis and principles of modern portfolio theory, employing a mix of active and passive management and typically managing accounts on a discretionary basis while allowing reasonable client‑imposed restrictions. The firm regularly engages third‑party managers and platforms (including Orion Portfolio Solutions and third‑party SMAs/TAMPs) and may manage held‑away accounts through an order management system (Pontera); it also uses variable annuities and other insurance products where appropriate. Notable distinctions include that some supervised persons are licensed insurance agents and HFG discloses it may receive commissions on insurance sales while generally preferring non‑commission options, a potential conflict of interest to be considered by clients. The firm’s offering of educational seminars, the addition of tax preparation services, and its use of third‑party contractors and order‑management tools for held‑away accounts are features that differ from many peers and are described in its brochure.

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