A complete list of active advisors currently associated with Henley Advisors, LLC

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

The firm is a solo independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to individuals, high‑net‑worth clients, pension plans, charitable organizations and business entities. In addition to individual portfolio management, the firm offers ERISA retirement plan advisory services and access to third‑party manager programs. Investment programs are tailored to each client’s goals, time horizon and risk tolerance, and the adviser uses fundamental, technical and cyclical analysis with periodic account reviews. The firm implements portfolios directly or by appointing sub‑advisors and by using a third‑party platform, and it provides complimentary financial planning to asset management clients. What is distinctive is the firm’s affiliation with an insurance practice through which the managing member offers insurance products — a relationship the brochure discloses and says is mitigated by fiduciary duties and disclosure procedures. The firm also emphasizes pension consulting and limited‑scope ERISA 3(21) services, a capability that is uncommon among independent solo advisers and that, together with its use of sub‑advisors and third‑party platforms, shapes how it delivers both individual and plan‑level solutions while operating at a relatively small scale.

To learn more about the advisors currently working at Henley Advisors, 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.