We help turn your 401k into a major advantage for recruiting and retention.

We’re living in the tightest labor market in 50 years.
The 401k you offer could be the determining factor in getting the employees you need.

Proactive Management

Downside Protection

Retire Prepared

Retirement plans are called a benefit.

But are you really getting the most from it?


Is your current 401k plan proactive or reactive?


Can your employees retire on time with 90% of their income?


Do you have downside protection in your plan?


Does your 401k serve your company by being a competitive advantage in recruiting?


Are your employees receiving in person 1 on 1 financial coaching?

We help you become the employer everyone wants to work for.

Most companies offer some form of a retirement plan. In today’s tight job market, every single benefit you offer should be a competitive advantage. But too many companies have 401k plans that sit in the back seat, never realizing the full potential of the plan.

We’re here to change that.

Henderson Wealth Management specializes in helping companies turn their 401k plan into a leading recruiting tool to acquire top talent. By proactively managing assets in the plan, we provide more robust oversight and planning. As a result, you can gain confidence knowing this company benefit is truly a benefit.

We help companies in all industries, like:






Food + Beverage






Professional Services




B2B Service Firms



Experience the Henderson Difference

Team of Professionals

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

Independent Advisor

We report to you and your needs, not sales quotas or proprietary products.

Flat-Fee Based

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

Veteran Owned

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

Your 401k plan


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.

A few members of our 401k family:

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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Our Team

Each team member is dedicated to delivering the best results to our clients.

Brett Henderson

Brett Henderson

Owner, Senior Retirement Plan Consultant

Teresa Cao

Teresa Cao

VP of Client Experience

James Battmer

James Battmer

Chief Investment Officer

Phil Troyer

Phil Troyer

Chief Compliance Officer

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.