Carleton McHenry is the founder and a fee-only financial planner at McHenry Capital, LLC. Carleton is a CERTIFIED FINANCIAL PLANNER® and a member of The National Association of Personal Financial Advisors. Carleton's 25+ years of experience in financial planning allows him to help his clients achieve their best Return on Life or "ROL". 

I founded the firm based on my prior experiences having worked for both Wall Street (Merrill Lynch) and Main Street (GWFC). My desire was to incorporate the best of both to provide our clients with Wall Street capabilities but with Main Street transparency. We take pride in being a boutique firm that can offer both.

I personally work with every one of our clients guiding and coaching them to achieve their long term financial goals and objectives. My 25+ years of industry experience enables me to bring a seasoned perspective to my advice and the work I do.   

My focus is on helping our clients achieve what I call their best Return on Life or "ROL". I feel a special bond to people looking for a better quality of life as that was my own story. 

I previously lived in bigger cities all my life with Austin, TX being my last stop. Although Austin was enjoyable, I was searching for something more. I always loved the mountains on the many trips I took to Colorado growing up and my wife told me about a small little mountain town in her home state of Washington.

We got married back in 2018 and on the drive back to Texas we stopped off here in Leavenworth and I fell in love with this place! 

Through our own lifestyle design, we decided to leave the big city of Austin and the corporate world (she worked for Nordstrom) and relocate to this small little Bavarian village. That decision was one of the best moves we've ever made and it has allowed us to maximize our own Return on Life! 

Here we are post COVID.....we now have two small boys of our own and are enjoying raising our family in such an amazing place.