Carleton McHenry (CFP®)

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

  • Cash Flow/Budgets/Credit Issues
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Please visit www.mchenrycapital.com for more information.  

Additional Information

Please visit www.mchenrycapital.com for more information.  

NAPFA Start Date

April 22, 2003

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4265 San Felipe, Suite 1100 Houston, TX 77027-2998 Phone: (888) 968-9815

Other Offices

11779 US Highway 2 Ste 106 Leavenworth, WA 98826-1362 Phone: (888) 968-9815 Fax: (888) 968-9815
14 North Wenatchee Avenue Wenatchee, WA 98801 Phone: (888) 968-9815
500 108th Avenue Northeast Bellevue, WA 98004 Phone: (888) 968-9815
823 Congress Avenue Austin, TX 78701 Phone: (888) 968-9815