A complete list of active advisors currently associated with McHenry Capital, L.L.C.

Warmer can help you find a great advisor at McHenry Capital, L.L.C. or one who fits your needs even better.

McHenry Capital is a fee-only wealth management firm that advises individuals, families (including high-net-worth clients) and retirement plans through ongoing discretionary portfolio management and comprehensive financial planning. The firm offers a structured multi-step Foundation Program for ongoing clients as well as one-time engagements such as a Get Started planning option and standalone college-planning services. The firm frames planning around a "Return on Life" concept and applies a five-step process that covers cash flow, protection, estate, investment and college/retirement/tax planning with regular check-ins and annual reviews. Investment implementation combines a factor- and risk-based, rules-driven approach built from outside model strategies with fundamental and technical analysis, using individual equities, ETFs and mutual funds; accounts are typically managed on a discretionary basis and the firm may employ margin and options strategies that can increase risk. Notable for a single-advisor practice, the firm maintains five or more offices, which is an uncommon operating footprint for its size and client base. The firm participates in an institutional custodian program (including access to platform technology and research) and does not vote client proxies, leaving proxy materials and voting to clients via their custodian.

To learn more about the advisors currently working at McHenry Capital, L.L.C., 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.

Name	Location	Years of experience
Michael Mchenry	Leavenworth, WA	20

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