Carleton McHenry (CFP®)

Carleton McHenry focuses in the
following client markets or areas of practice:

College/Education Planning

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Special Needs Planning

Tax Planning

Planning Specialties

At McHenry Capital, we believe that financial planning shouldn’t force a choice between your goals and your family’s needs. That’s why we’ve developed a specialized planning approach focused on retirement, college, and special needs—built around the real-life complexities families face.

Additional Information

I help parents and grandparents plan for the next generation—without putting their own financial future at risk. As the founder of McHenry Capital, I specialize in working with families who are balancing long-term goals like retirement with the immediate needs of funding education and caring for children with special needs. My goal is to provide thoughtful, relationship-driven financial planning that evolves alongside life’s transitions. With over 25 years of experience as a CERTIFIED FINANCIAL PLANNER® professional, I bring a perspective shaped by both Wall Street training and Main Street relationships. Before starting McHenry Capital, I began my career at Merrill Lynch and later shifted to advising individual families in more community-based settings. That journey taught me that clients deserve both institutional-level expertise and personal, transparent advice—and it’s exactly what I’ve built my firm to deliver. At the core of my approach is a philosophy I call Return on Life™ (ROL): Financial planning should help you and your loved ones live well. I work one-on-one with every client to design a roadmap that helps support their goals, values and builds long-term security across generations.

Please visit www.mchenrycapital.com for more information.

NAPFA Start Date

April 22, 2003

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