John Henry, PhD
Personalized Investment Advising & Financial Planning
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Story Makers Investment Advisors
John Henry, PhD
Rate this
Advisor
Denver, CO
Serving Clients Nationwide
Personalized Investment Advising & Financial Planning
Areas of Focus
- Estate Planning
- Getting out of Debt
- Investing
- Real Estate Investing
- Retirement Planning
About Me
Hi, I'm John Henry, Ph.D — the founder of Story Makers Investment Advisors, bringing over two decades of experience working with Data Scientists, Engineers, and Actuaries. I have worked at companies such as MSIG, Convr, Maiden Re, and AIG in roles including Chief Data Scientist, Chief Analytics Officer, Predictive Modeler, and Actuary.Aside from my work experience, I am also a passionate educator and have taught Mathematics and Statistics courses ranging from undergraduate to Ph.D levels at Oregon State University, North Carolina State University, and New York University. I enjoy empowering others to solve problems with mathematics and statistics.
I am held to the fiduciary standard of care — that means I am legally and ethically required to act in my clients’ best interest when providing personalized investment advice and recommendations. Moreover, as an advice-only and fee-only advisor, I can easily provide full transparency regarding pricing while avoiding conflicts of interest.
WHY
My personal journey has been one of hard work, education and overcoming obstacles. While growing up in Eugene, Oregon, my parents were regularly incarcerated or incapacitated. Despite these challenges, I became a first-generation college graduate.
Still, financial uncertainty and instability at home left me in the dark about personal finance for many years. By investing in myself and my education, I created the financial foundation to live the life I want, which now involves travel, exploring art and theater, and spending time with my family.
I want you to realize the same level of success that I have. That is why I have built Story Makers Investment Advisors. I want to continue to help my clients make their own success stories.
Affiliations
-
Advice Only Network
- Fee Only Network
Primary Location
Denver, Colorado
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Fee Only
- Package Offers
- Subscription
What to expect in the first meeting
At our first meeting, you can expect a personalized consultation where we'll discuss your financial goals, current investments, risk tolerance, and any questions or concerns you may have. We'll also provide an overview of the tools and technologies available to you, empowering you to track progress and stay informed as we develop a tailored investment strategy together, setting a clear path for your financial future.About our Firm
Story Makers Investment Advisors is a Registered Investment Advisor (RIA) specializing in providing personalized financial solutions. Previously exclusively for Data Scientists, Engineers, Actuaries, we now work with a limited number of clients who don't check one of these boxes as a way of giving back to a larger population. Our objective is to help you reach your desired future financial state, allowing you to focus on advancing your career and enjoying the things in life that bring you joy.Education
Master’s: International Real Estate | Master’s: Jurisprudence | Graduate Certificate: Wealth Management | Graduate Certificate: Computational Finance & Risk Management | Ph.D: Statistics | Ph.D Minor: Mathematics | Ph.D Minor: Ecosystem Informatics | Master’s: Statistics | MS Minor: Actuarial Mathematics |Bachelor’s: Applied Mathematics
Hobbies and Interests
- Family
- Music
- Reading
- Sports
- Theater
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Actuaries
- College Graduates
- Couples
- Data Scientists
- DIY Investors
- Engineers
- Financial Independence Retire Early (FIRE)
- Real Estate Investors
- Scientists
- Technology Professionals
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.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Expert at his craft
✅ Wealthtender Certified Advisor Review™
Mar 20, 2024
I met John when I working as an actuary at a reinsurance company. One of his first projects there was developing a statistical model that predicted the performance of our client's cases. I was so impressed with the model and the results that it encouraged me to pursue my masters in statistics. While I was studying, John was a great mentor and helped me increase my understanding of the material as well as develop the technical skills required to create practical applications. I have moved from reinsurance, to small business lending, and now back to insurance. I have kept in touch with John the entire time, and he has always provided me with great advice and insight into the data science field. I use data science to supplement my actuarial skillset and John has helped me strengthen my modeling abilities. He is an expert in the data science industry and has been consistently on the the forefront of the field.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A Teacher, Guide and Financial Expert
✅ Wealthtender Certified Advisor Review™
Mar 11, 2024
John Henry clearly has a passion for finance, mathematics and teaching. He is able to beautifully explain complex topics and financial strategies in very accessible ways, without coming across as condescending. Not only this, but he is also passionate about people, he approaches his work with compassion and puts his clients needs first. He took the time to understand my unique set of circumstances and challenges in life and helped devise a plan that was tailored to what my needs. With John's help I feel confident in the financial goals that I have set and empowered to move forward in life knowing I am making the most of my finances for today and for my future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Beyond Numbers: The Guiding Light of Financial Strategy
✅ Wealthtender Certified Advisor Review™
Mar 9, 2024
Working with Dr. John Henry has been truly transformative. His unique ability to demystify complex financial concepts, delivered with genuine warmth and a big heart, sets him apart. His distinguished career across renowned firms and academic institutions underscores his deep knowledge and ethical commitment to his clients' best interests. Yet, what truly makes John a game-changer is his unparalleled ability to inspire and lead. He tackles financial puzzles with a passion and intelligence that brings about those 'aha' moments, making every project not just a task but a collective journey towards success.
John's dedication is remarkable, seamlessly blending professional expertise with a sincere care for those he works with. He's not just any advisor; he's a trusted partner, equally invested in your challenges and victories. His approach, which combines the best of rigorous analysis and heartfelt dedication, is rare in the financial world.
For anyone in search of more than just advice — seeking a partner who leads with both intellect and empathy — Dr. John Henry is the ideal choice. I wholeheartedly recommend him as a financial wizard who’s genuinely in your corner, ready to illuminate and guide your path, no matter the complexity of the challenge.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Career Catalyst
✅ Wealthtender Certified Advisor Review™
Feb 20, 2024
Dr. John Henry has been a pivotal figure in my career journey through the challenging job market. Introduced to me by a family friend, Dr. Henry's impact on my career has been nothing short of remarkable. With a vast network and a heart genuinely set on helping others, he didn't just connect me to opportunities – he opened doors I didn't even know existed.
But it wasn't just about job placements. Dr. Henry took the time to understand me – my ambition, my skills, and my challenges. In a job market that often feels overwhelming, Dr. John Henry's support and genuine care have been a source of strength. Dr. Henry isn't just a mentor; he's a beacon of hope, leading the way through the uncertainties of career growth.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Exceptional Financial Guidance
✅ Wealthtender Certified Advisor Review™
Feb 15, 2024
Dr. John Henry seamlessly blends his extensive corporate experience and impressive education with a genuine passion for teaching. His ability to convey complex information in a manner that resonates with data scientists, engineers, and actuaries is commendable. For professionals seeking personalized financial solutions, John's transparent fee structure ensures no surprises along the way. A top-notch choice indeed! 💼💡🌟
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Accessible, attuned advice
✅ Wealthtender Certified Advisor Review™
Feb 14, 2024
One of the best features of John Henry's service is the ease with which information is provided and how accessible it is made, whether asynchronous or not. All the tools that allow for individualized advice are used, and the advice is paced to meet the client's particular readiness. I really appreciate that, and look forward to our continued work together to better my financial health.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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