McHenry Advisers, Inc.

Custom Tax Strategies, For High-Income & High-Net Worth Individuals.

Consultant in New Albany, OH (show on map)

Actuarial-led retirement plan design and administration firm serving high net worth business owners with cash balance plans and advanced qualified plan strategies.

Call (800) 805-9538

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About

Founded in 2006, McHenry Advisers oversees 2,900+ cash balance plans and operates 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. The firm partners seamlessly with advisors, family offices, and CPAs to deliver sophisticated plan design that feels straightforward, supported, and buttoned up.

Actuarial-led retirement plan design

Custom tax strategies for high-net worth clients

Third-party administration expertise

40-person team dedicated to execution

Services

Modern Qualified Plans

Custom tax strategies for high-net worth and high-income business owners focusing on cash balance plan design to mitigate future taxes due to wealth accumulation and estate tax.

Industry-leading custom tax strategy design Third-party administration Knowledge of business taxation

Retirement Tax Minimization Strategy™

A strategy designed to reduce income and estate tax on accumulated qualified plan assets by efficiently repositioning assets to hedge against increasing tax rates, aiming for tax-free retirement and legacy transfer.

Tax-free retirement assets Tax-free legacy transfer Reduction of retirement income tax Reduction of estate tax on accumulated qualified plan balances

Credentials & Certifications

Actuarial Leadership

Since 2006

Frequently Asked Questions

Who is a good fit for a cash balance plan? +

Business owners whose active income is over $500,000 and who want to contribute $100,000+ per year to a tax-deductible qualified plan may be a good fit for a cash balance plan.

What are the goals of the Retirement Tax Minimization Strategy™? +

The goals are to increase tax-free retirement, increase tax-free legacy transfer, reduce retirement income tax, and reduce estate tax on accumulated qualified plan balances.