Henderson Brothers has been in the business of managing risk for over 130 years. Since 1893, we have built our respected reputation in the insurance and employee benefit industry by keeping our customers’ best interests at heart. As we began to grow our business, HB Retirement was established in 2005 to further serve the needs of our clients and their employees. Today, we are proud to be an independent firm supported by a staff of nearly 30 individuals who are knowledgeable in all facets and stages of retirement, including employer retirement plans, employee financial wellness and comprehensive financial planning. With decades of combined experience, our team can help you discover your unique definition of success and work tirelessly to offer strategies tailored to those goals.

Our independence enables us to offer access to innovative plans that are singularly tailored to managing your retirement goals. With no proprietary products or affiliations with investment managers, you can rely on HB Retirement to vet the market and identify avenues best suited to your goals. Both within our retirement plan services and individual wealth management portfolios, our rigorous due diligence process examines investment managers qualitatively and quantitatively in an effort to ensure overall objectivity and impartiality.

We view retirement as a marathon and not a sprint. Instead of chasing immediate market returns, our team measures success through complete investment cycles and portfolio values over multiple years. Retirement planning is a long game – both for businesses administering retirement plans and for individuals building and allocating wealth. We take that job very seriously and aim to be your trusted partner for years to come. We acknowledge our clients are making decisions that affect the outcome of their lives, well-being and family legacy. As a result, we believe in the value of creating and maintaining a trustworthy, transparent relationship.

The Henderson Brothers name has come to represent expertise, honesty and transparency in several industries and communities. Many of our client relationships span decades and include multiple lines of business. We recognize and celebrate the diverse qualities and specific needs of each of our clients. Whether you are a large company seeking a quality retirement plan to support your employees or an individual preparing to retire, you will always have a name and a face you can call. Speak with one of our dedicated team members to find out how we can help you or your company prepare for retirement.