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
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
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
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.
We are committed to our communities, our country, and working with supreme excellence.
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.
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 is our pride. Each of our team members are dedicated to delivering the best results to our clients.
Owner, Senior Retirement Plan Consultant
SVP of Client Experience
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.