McHenry Advisers

McHenry Advisers is an actuarial-led retirement plan design and administration firm built for financial advisors and family offices serving high net worth and ultra high net worth business owners. We specialize in cash balance plans and advanced qualified plan strategies that help clients make maximum deductible contributions with clarity, confidence, and exceptional service.

​

Founded in 2006, we oversee 2,900+ cash balance plans and operate with a 40-person team purpose-built for execution: Tax Strategy Specialists, Tax Strategy Administrators, a dedicated Design Team, an Advanced Plans Attorney, and an Executive Concierge team that keeps every step proactive and smooth. We partner seamlessly with advisors, family offices, and CPAs to deliver sophisticated plan design that feels straightforward, supported, and buttoned up.

​

McHenry Advisers is led by Scott McHenry, Chief Actuary and Co-Founder, and Allison McHenry, Co-Founder and Brand Director. Advisors choose us for a white glove experience that is responsive, detail-driven, and easy to work with, because premium outcomes should not require premium friction.would ve the opportunity to work with yo