Carleton McHenry
CFP®
McHenry Capital, LLC
President
Carleton McHenry
CFP®
McHenry Capital, LLC
President
I help the emerging affluent manage their wealth more effectively so they can maximize and achieve their best Return on Life (ROL). - Carleton McHenry, CFP®
Fee-Only wealth management firm that works with emerging affluent individuals, couples, and families. We help our clients with all the financial transitions and changes in their life so they can maximize and achieve their best Return on Life (ROL).
McHenry Capital is a fee-only wealth management firm that works with emerging affluent individuals, couples and families. We help our clients with all the financial transitions and changes in their life so they can maximize and achieve their best Return on Life (ROL). With our guidance and coaching, our clients are able to build a more secure financial foundation that allows them to turn their lifestyle design dreams into reality. We can work with people virtually all over the country as well as locally with in-person meetings at any of our five offices in Leavenworth, WA, Wenatchee, WA, Bellevue, WA, Austin, TX and Houston, TX.
Carleton McHenry is the founder and a fee-only financial planner at McHenry Capital, LLC. Carleton is a CERTIFIED FINANCIAL PLANNER™ and a member of The National Association of Personal Financial Advisors. Carleton's 25+ years of experience in financial planning allows him to help his clients achieve their best Return on Life or "ROL".
I founded the firm based on my prior experiences having worked for both Wall Street (Merrill Lynch) and Main Street (GWFC). My desire was to incorporate the best of both to provide our clients with Wall Street capabilities but with Main Street transparency. We take pride in being a boutique firm that can offer both.
I personally work with every one of our clients guiding and coaching them to achieve their long term financial goals and objectives. My 25+ years of industry experience enables me to bring a seasoned perspective to my advice and the work I do.
My focus is on helping our clients achieve what I call their best Return on Life or "ROL". I feel a special bond to people looking for a better quality of life as that was my own story.
I previously lived in bigger cities all my life with Austin, TX being my last stop. Although Austin was enjoyable, I was searching for something more. I always loved the mountains on the many trips I took to Colorado growing up and my wife told me about a small little mountain town in her home state of Washington.
We got married back in 2018 and on the drive back to Texas we stopped off here in Leavenworth and I fell in love with this place!
Through our own lifestyle design, we decided to leave the big city of Austin and the corporate world (she worked for Nordstrom) and relocate to this small little Bavarian village. That decision was one of the best moves we've ever made and it has allowed us to maximize our own Return on Life!
Here we are post COVID.....we now have two small boys of our own and are enjoying raising our family in such an amazing place.
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 emerging affluent individuals, couples and families. We help our clients with all the financial transitions and changes in their life so they can maximize and achieve their best Return on Life (ROL). With our guidance and coaching, our clients are able to build a more secure financial foundation that allows them to turn their lifestyle design dreams into reality. We can work with people virtually all over the country as well as locally with in-person meetings at any of our five offices in Leavenworth, WA, Wenatchee, WA, Bellevue, WA, Austin, TX and Houston, TX.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Budget
- Protect
- Estate
- Invest
- Retire
- Return on Life (ROL)
Ideal Clients
- Millennials/Gen Y
- Families with Young Children
- Generation X
- Pre-Retirees
Working Together
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Carleton McHenry is a NAPFA-Registered Financial AdvisorThe 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.
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Carleton McHenry is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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
Office Locations:
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11779 Highway 2
Suite 106
Leavenworth, WA 98826 -
4265 San Felipe
Suite 1100
Houston, TX 77027 -
14 North Wenatchee Avenue
Wenatchee, WA 98801 -
500 108th Avenue Northeast
Bellevue, WA 98004 -
823 Congress Avenue
Austin, TX 78701
