A complete list of active advisors currently associated with McHenry Investments, LLC

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

The firm provides discretionary and non-discretionary investment management to individuals, high net worth clients, estates and trusts, and also offers stand‑alone financial planning, investment consulting, and portfolio review services. Its investment recommendations are limited to exchange‑traded funds, mutual funds, individual equities, fixed income securities, and cash equivalents, and the brochure notes this is an initial filing with no assets under management at present. The firm’s investment approach emphasizes fundamental analysis and long‑term strategic asset allocation, with ongoing monitoring and periodic rebalancing and the ability to accommodate client‑imposed restrictions. In addition to asset‑based advisory arrangements, the firm offers planning and consulting on an hourly or fixed‑fee basis as alternatives to solely AUM‑based billing. A distinctive feature is the firm’s affiliation with a separate law practice whose primary focus is estate planning, estate administration, and related court matters, and the brochure discloses potential conflicts that can arise from cross‑referrals between the two entities. The firm also highlights that it does not recommend or use leveraged or derivative strategies, does not serve as a private fund adviser, and leaves proxy voting to clients.

To learn more about the advisors currently working at McHenry Investments, 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.

Name	Location	Years of experience
Collin Mc Henry	Beaver, PA	0

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