A complete list of active advisors currently associated with The Hendrickson Advisory Group, Inc.

Warmer can help you find a great advisor at The Hendrickson Advisory Group, Inc. or one who fits your needs even better.

The Hendrickson Advisory Group offers portfolio supervisory services, project-based and ongoing financial planning, pension consulting for employee benefit plans, and facilitates personal tax return preparation through a third‑party firm. Its client roster includes business entities, trustees and retirement plans as well as individual and trust relationships, and advisory engagements are delivered on a consultative, non‑discretionary basis requiring client approval for transactions. Investment implementation is primarily conducted through a turnkey asset management program (Independent Advisor Solutions by SEI) and may involve model portfolios, SEI Funds, or third‑party money managers; the firm develops allocations based on client objectives, monitors performance, and rebalances as circumstances change. It also coordinates with clients’ other professional advisors and conducts at least annual reviews, while periodically monitoring outside managers’ holdings and strategies for alignment with client goals. What is distinctive is the firm’s operational reliance on the SEI platform — clients in the managed accounts program must custody assets at SEI Private Trust Company and use an affiliated broker‑dealer for trade placement, and the firm discloses platform benefits and potential conflicts that accompany that arrangement. The practice also combines plan‑level pension consulting and participant education with ancillary services not always offered by peers — such as facilitating tax return preparation and retaining insurance licensure among principals to support insurance-related planning advice.

To learn more about the advisors currently working at The Hendrickson Advisory Group, Inc., 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.