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Carleton McHenry, CFP®

I help families maximize and achieve their best Return on Life (ROL)

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McHenry Capital Carleton McHenry, CFP®
Leavenworth, WA

Additional Locations: 📍Wenatchee, WA 📍Bellevue, WA 📍Austin, TX 📍Houston, TX

I help families maximize and achieve their best Return on Life (ROL)

888-968-9815

Website

Areas of Focus

  • Compensation Planning
  • Education Needs and Funding Analysis
  • Family and Money
  • Financial Life Planning
  • Student Loan Advising

About Me

Greetings - I am Carleton McHenry.

I founded my firm, McHenry Capital, 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 got into the financial services industry after studying at Cornell University and the University of Texas at Austin back in my college days. I remember taking a personal finance class at UT that I really liked and it motivated me to want to learn more.

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 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 (ROL).

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • The AGC

Primary Location

11779 US Route 2, Suite 106, Leavenworth, Washington 98826

Additional Locations

📍 14 North Wenatchee Avenue, Wenatchee, Washington 98801

📍 500 108th Avenue Northeast, Bellevue, WA 98004

📍 823 Congress Avenue, Austin, TX 78701

📍 4265 San Felipe Road, Suite 1100, Houston, Texas 77027

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a complimentary strategy session. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

McHenry Capital is a fee-only wealth management firm that works with 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 work with our clients locally with in-person meetings at any of our five offices in Leavenworth, WA, Wenatchee, WA, Bellevue, WA, Austin, TX, and Houston, TX. We are also able to work with people virtually nationwide.

Our Foundation Program is designed to help our clients build the right foundation to ensure their entire financial house is in order so you are maximizing and achieving your best Return on Life (ROL).

This involves many areas of your life but is focused primarily around these five core areas:

✅ Cash Flow Plan: We help put together a savings and spending plan that is right for you and your life.

✅ Protection Plan: We help make sure you and your family are protected from the risk of death, disability, and/or financial hardship through loss of income.

✅ Estate Plan: We help you and your family set up your estate and assets properly per your desires.

✅ Investment Plan: Our investment portfolio creation process is unique and very different. We will build a portfolio based on your risk tolerance and goals but we go beyond the traditional asset allocation cookie cutter approach that most firms use. We will use individual securities when it makes sense and we can build models with either ESG (Environmental, Social, Governance) or BRI (Biblically Responsible Investing) objectives built into the portfolio.

Our models are based on institutional, time-tested strategies that have very specific rules and factors they must adhere to when it comes to investment selection and the reconstitution of those investments. This is all based on quantitative history rather than your emotions. As a result, our portfolios are much more customized to you based on your preferences and what we think makes the most sense for your situation.

✅ College/Retirement/Tax Plan: We create a college plan for those families looking to support and send their kids to a higher education institution. It is a comprehensive plan and report custom built for your child to address the best fit for their education based on their unique situation while also giving you the best bang for your buck financially.

We help you and your family prepare for financial independence and/or retirement. We also offer pro-active guidance and planning on how to maximize your income while legally minimizing your overall tax burden.


📍 OUR IN-PERSON MEETING LOCATIONS:

Meeting in person is not a requirement for working with us. However, we feel it is really important to offer the option of meeting face to face as we first get to know one another better, and build out a mutual trust with each other. Our headquarters are based in the charming Bavarian village of Leavenworth, WA. We also offer additional physical locations in Wenatchee, WA, Bellevue, WA, Austin, TX and Houston, TX.

Education

Texas McCombs School of Business BBA, Finance | Cornell University

Languages

  • English

Hobbies and Interests

  • Beach
  • Boating
  • Camping
  • Canoeing
  • Cooking
  • Exercising
  • Family
  • Fishing
  • Gardening
  • Golf
  • Hiking
  • Horseback Riding
  • Hunting
  • Music
  • Skiing
  • Sports
  • Wine
  • Working Out
  • Yoga

SEC Lookup

View Disclosure

Who We Serve

  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Remote Workers
  • Single Women
  • Technology Professionals
  • Women in Transition
  • Women Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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