A Veteran owned 401k consulting and Wealth Management Firm

Plan your company’s 401k like a Marine prepares for a mission

We proactively manage your 401k so your employees can have peace of mind

Proactive Management

Downside Protection

Retire Prepared

Is your company’s 401k plan battle-ready, or is it just on autopilot?


Your employees aren't prepared for the unknown.


There's no time to handle it internally.


No one proactively manages the portfolio.


You lose a competitive advantage with an ill-equipped 401k offering.

Become the employer everyone wants to work for.

Most companies offer some form of a retirement plan. Yet those plans are rarely managed proactively. Instead, they sit in the backseat with no one driving the plan to where it ought to go.

We’re here to change that.

Henderson Wealth Management specializes in helping companies turn their 401k plan into a leading recruiter for top talent. By proactively managing assets in the plan, we provide more robust oversight and planning. As a result, you get peace of mind knowing this company benefit is truly a benefit.

Think a 401k plan isn’t crucial?

See the need by the numbers

A 401k plan is a Top 5 benefit employees value more than pay raises


That's the number of employees who would leave for a company offering a 401k plan


The number of retirees who plan to work after retirement because they don't have enough saved

We help companies in all industries






Food + Beverage






Professional Services




B2B Service Firms



Maximizing your your 401k plan is simple


Step 1: Schedule a meeting.

We review your plan, discuss your goals, and discover if we are the right fit.


Step 2: Get a plan.

Once we understand your goals, we craft a custom plan to help turn your 401k into a major differentiator in your company benefits.

Step 3: Rest easy.

We monitor, assess, and adjust your plan so you can focus on other areas of your business.

Experience the Henderson Difference

Flat-Fee Based

We work on a flat-fee, regardless of the size of your company plan.

Team of Experts

Get access to a group of industry leaders ready to help your company.

Veteran Owned

We are committed to our communities, our country, and working with supreme excellence.

Independent Advisor

We don’t sell things on commission, so we only recommend what’s right for you.

What is your 401k plan missing?

In today’s competitive job market, your 401k plan should be a major differentiator. If it’s done right. Discover the missing pieces your plan should have.

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A few members of our 401k family:

Years serving companies in Orange County

Companies got clarity in their 401k plans

Employees have peace of mind in their retirement

Corporate clients trust their retirement with us

Our Team

Our team is our pride. Each of our team members are dedicated to delivering the best results to our clients.

Brett Henderson

Brett Henderson

Owner, Senior Retirement Plan Consultant

Matthew Frankis

Matthew Frankis

SVP of Client Experience

Anneka Winton

Anneka Winton

VP of Client Experience

We’re veteran owned.

Here’s what that means:

Tenacious. Committed. Relentless. Excellence. These words, and so many others, represent the Marine Corps.

Founded by a Marine Officer, Henderson Wealth Management brings that same spirit to your financial life.

Don’t settle for less. Aim for the best.