Carleton McHenry

CFP®

McHenry Capital, LLC

President

Carleton McHenry

CFP®

McHenry Capital, LLC

President

I help people maximize and achieve the best Return on Life (ROL) they can get with the money and resources that they have. - Carleton McHenry, CFP®

Fee-Only Financial Planner located in Leavenworth, WA and Houston, TX, serving clients locally and across the country.

McHenry Capital, LLC provides comprehensive financial planning, budgeting, estate planning, and investment management to help individuals and families get on the right track with their finances.  Our Foundation Program is designed to help our clients build the right foundation to ensure their entire financial house is in order and they are maximizing and achieving their best Return on Life (ROL)

Carleton McHenry is the founder and a fee-only financial planner at McHenry Capital, LLC located in Leavenworth, WA and Houston, TX. Carleton is a CERTIFIED FINANCIAL PLANNER™ and a member of The National Association of Personal Financial Advisors. Carleton's 20+ years of experience in financial coaching allows him to help his clients achieve their best Return on Life or "ROL". 


Most professional bios are pretty boring so instead of going down that same path Carleton decided to answer some random questions that hopefully will give you a better understanding of who he is.  You can always jump over to his LinkedIn page to see his more traditional professional resume here

Who is someone you admire and why?

Abraham Lincoln. I admire Abe for his incredible ability to bring our country together in times of great strife and turmoil during the civil war as well as helping orchestrate the abolishment of slavery. He also was a man of integrity who led our country but was also down to earth and approachable treating every one of his fellow citizens with dignity and respect regardless of their social status.  

What is a typical day like for you?

A typical day usually consists of me on the phone or in meetings with clients or prospective new clients while also keeping abreast of the financial markets, news, and anything else important that is going on in the world. I also talk with other colleagues in my industry to share ideas and best practices as they pertain to investments and financial planning.  

Do you have any skills or talents that most people don't know about?

I play around on the acoustic guitar a little bit and try to pretend I'm a great singer-songwriter!  

If you could be anywhere other than here, right this minute, where would you be?

On the water somewhere!  I am a Pisces and I love the water especially with a fishing rod in my hand.   

If we went to happy hour, what would you order?

I am a beer guy - preferably craft beer on tap but also like the old school brews like Coors Original.  

On Sunday mornings, you can usually find me........

Usually at church with my wife and son (assuming we didn't stay out too late Saturday night!)  

What do you think are the best skills you bring to the job?

My ability to listen in order to understand and know my clients. By really getting to know them, I can advise them with the right strategies to help them accomplish what they truly want to achieve. In addition to this is my ability to take more complex matters and break them down into more simpler terms that my clients can better understand. I am also a good educator of these things.  

Name three words that describe you.

Authentic, Compassionate, Pragmatic.

What publications do you read regularly?

The Wall Street Journal, Barron's, ESPN, and lots of various social media.

What are you happiest doing when you're not working?

Being with my family! I am a husband and father to my new son Finn.  

What do you want to make sure you do before you die?

Travel - I would love to step foot on every continent before I die!  

Carleton McHenry is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

McHenry Capital is a fee-only wealth management firm that works with individuals and families to help them realize their financial goals and life dreams. We work with our clients to get them to maximize and achieve the best Return on Life (ROL) they can get with the money and resources they have. With our guidance and coaching, clients are able to build a more secure financial foundation that allows them to turn their dreams into reality.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Budget
  • Protect
  • Estate
  • Invest
  • Retire

Ideal Clients

  • Generation X
  • Millennials
  • Gen Z
  • Families with Young Children

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Carleton McHenry is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Carleton McHenry is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Carleton McHenry

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Office Locations:

  • 11779 Highway 2
    Suite 106
    Leavenworth, WA 98826
  • 4265 San Felipe
    Suite 1100
    Houston, TX 77027

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