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Michael Henzes (CFP®, EA, MBA)

Michael Henzes focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X

Planning Specialties

Pre-Retirement Checkup

Retirement Income Planning

Late Stage College Planning

Low-cost Investment Management

Budgeting and Cash Flow Management

Comprehensive and Segmented Financial Planning

Additional Information

Michael Henzes is a flat dollar fee-only financial planner who provides financial planning and investment management services to clients in the greater Philadelphia area and beyond. The following are some unique aspects of his business:

 Advice Only – There are no product sales so you never have to worry about being sold something you don’t want. 

Flat dollar fee – You won't pay more because your accounts are growing. 

No upfront fees – You get billed after the work is done - not before. 

CFP® Professional – Rigorously trained and dedicated to your best interest. 

Experienced – Over 20 years experience in financial services and accounting.

Mike serves a diverse clientele from many professions and stages of life; however, many of his clients have one or more of the following characteristics:

Married couples or independent women

$200,000+ of household income OR $400,000+ of accumulated investments

Clients who enjoy collaborating on goal design and strategy but prefer to delegate implementation

Growing families with college bound children

Work in the IT, Life science, Biotech, Pharmaceutical, and Medical professions 

Affected by sudden events, e.g. job loss, divorce, death, etc. 

NAPFA Start Date

January 15, 2019

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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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Visit Website Download vCard
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

1518 Cloverhill Rd Pottstown, PA 19464-1748 Phone: (610) 702-4083
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