Henderson Brothers Financial Partners LLC logo

Henderson Brothers Financial Partners LLC

Updated today

Client assets under management

$404,687,000

Clients

1,044

33% high-net worth

Advisors

19

of 30 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

55

Typical

Average account size

$387,631

About

Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients) and institutional sponsors, with a particular emphasis on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm offers both discretionary and non‑discretionary asset management and delivers participant education and plan‑level services, while also facilitating access to pooled employer plans (PEPs), multiple employer plans (MEPs), and recordkeeper solutions for institutional clients.

HBFP constructs portfolios using mutual funds, exchange‑traded funds, and third‑party portfolio managers, combining model‑based programs available through its custodian platform with traditional portfolio construction methods (including ESG screening, option strategies, and both long‑ and short‑term approaches). The firm routinely selects unaffiliated third‑party advisors for separately managed and wrap‑style programs and operates on an institutional custodial platform, which it discloses may include program‑level algorithms and model portfolios.

A noteworthy aspect of the firm’s disclosures is that a member of its leadership is a licensed attorney who maintains a separate law practice; the brochure states legal services from that practice are not provided to HBFP clients. The firm is also affiliated with an independent insurance agency that shares back‑office and administrative resources, and some representatives are registered with the firm’s primary custodian, arrangements the firm discloses and addresses as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

ESG / Sustainable investing

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed fee for financial planning and consulting services, disclosed in agreement

Percentage

$0 - $2,000,000: 1% Above $2,000,000 - $5,000,000: 0.85% $5,000,000 - $10,000,000: 0.7% Over $10,000,000 - Custom: Custom

Commissions

Certain persons are registered representatives earning commissions on securities and insurance products sales, separate from advisory fees

Other

Minimum fee: Minimum fee of $2,500 for retirement plan clients (waivable at discretion) Fee-only: Fixed fees for financial planning based on scope and complexity; typically invoiced with portion paid in advance and balance upon completion, not exceeding $1,200 in advance more than six months

Main office location

Henderson Brothers Financial Partners LLC

920 Fort Duquesne Boulevard

Pittsburgh PA 15222, United States

Number of offices

3

Most active in

California · Florida · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Texas · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Roblyn K

Series 63, Series 65

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Roblyn Kelly is a financial advisor at Henderson Brothers Financial Partners LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial LLC, Global Retirement Partners, LLC, and GWFS Equities, Inc. since 2012. Henderson Brothers Financial Partners LLC offers investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm uses a variety of investment strategies and products, including direct portfolio management and third-party programs, serving both non-high-net-worth and high-net-worth clients.

ESG / Sustainable investing Founder/Business Owner Retired
user avatar

Austin K

Series 66

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Austin Krise is a financial advisor at Henderson Brothers Financial Partners LLC with six years of industry experience. He holds a Series 66 designation and has worked previously with LPL Financial LLC, Global Retirement Partners, LLC, and Cambridge Investment Research in various capacities. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a range of investment strategies and offers both discretionary and non-discretionary asset management, utilizing direct portfolio management and third-party investment programs.

ESG / Sustainable investing Founder/Business Owner Retired
user avatar

Tiffany B

CFP®, Series 66

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Tiffany Benigni is a CFP® professional with 12 years of industry experience. She is currently with Henderson Brothers Financial Partners LLC and has held roles at LPL Financial, Carnegie Mellon University, and other firms. Henderson Brothers Financial Partners LLC offers investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm uses a variety of portfolio management techniques and investment products, providing both discretionary and non-discretionary services through a multi-team adviser structure.

ESG / Sustainable investing Founder/Business Owner Retired
user avatar

Joseph K

CFA®

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Joseph Kelly is a CFA® charterholder with five years of industry experience. He currently serves as a financial advisor at Henderson Brothers Financial Partners LLC. His prior experience includes roles at Global Retirement Partners, MEEDER Investment Management, Sanford C. Bernstein & Co., and Alight Solutions. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a diverse investment approach, combining direct portfolio management with third-party investment selections, and offers a broad range of products including mutual funds, ETFs, options, structured products, private placements, REITs, and digital assets.

ESG / Sustainable investing Founder/Business Owner Retired
user avatar

Sierra C

Series 66

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Sierra Christian is a financial advisor at Henderson Brothers Financial Partners LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Global Retirement Partners, LLC and LPL Financial, LLC. Outside of her advisory work, she has experience in education and fitness sectors, including roles at the University of Pittsburgh and Amerifit Fitness Club. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a range of investment strategies and offers both discretionary and non-discretionary management, with a product menu that includes mutual funds, ETFs, options, structured products, private placements, REITs, and digital assets.

ESG / Sustainable investing Founder/Business Owner Retired
user avatar

Jack R

CFP®, Series 66

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Jack Ryan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Henderson Brothers Financial Partners LLC. Prior to joining Henderson Brothers in 2025, he worked at Global Retirement Partners, LLC for eight years and has maintained a separate legal practice as an attorney through Jack Ryan Law PLLC since 2017. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a variety of investment strategies and offers a broad range of products, managing approximately $327 million in discretionary assets through a multi-team advisor structure.

ESG / Sustainable investing Founder/Business Owner Retired
user avatar

Joseph C

Series 66

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Joseph Cravotta is a financial advisor at Henderson Brothers Financial Partners LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Global Retirement Partners, Princor Financial Services, and Principal Life Insurance Company. He is also a shareholder in an insurance agency affiliated with his firm. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm offers a broad range of investment products and employs a variety of analytical approaches, managing approximately $327 million in discretionary assets across a multi-team structure.

ESG / Sustainable investing Founder/Business Owner Retired
user avatar

Benjamin R

Series 63, Series 65

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Benjamin Rathfon is a financial advisor at Henderson Brothers Financial Partners LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Global Retirement Partners, LLC and LPL Financial, LLC. Rathfon is also a shareholder in an independent insurance agency affiliated with his firm. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm offers a broad range of investment options and employs a mix of direct portfolio management and third-party programs, incorporating various analytical techniques and ESG considerations.

ESG / Sustainable investing Founder/Business Owner Retired
user avatar

Craig Y

CFP®, Series 66

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Craig Yochum is a CFP® professional with nine years of industry experience, currently serving as an advisor at Henderson Brothers Financial Partners LLC since 2025. Prior to this, he worked at Global Retirement Partners, LLC and LPL Financial, LLC. He has a background that includes roles at HB Retirement and The Club at Nevillewood. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a range of investment strategies and offers both discretionary and non-discretionary management, with a product menu that includes mutual funds, ETFs, options, structured products, private placements, REITs, and digital assets.

ESG / Sustainable investing Founder/Business Owner Retired
user avatar

Gabriel A

CFP®, Series 63

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Gabriel Antoni is a CFP® with five years of industry experience and is currently with Henderson Brothers Financial Partners LLC. He previously worked at Global Retirement Partners, LLC, LPL Financial, LLC, and PNC Financial Services. Gabriel is also a shareholder in an independent insurance agency affiliated with his firm. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a multi-team adviser structure and uses a range of analytical techniques and investment products to implement client strategies through both direct portfolio management and third-party investment programs.

ESG / Sustainable investing Founder/Business Owner Retired
user avatar

William M

Series 65

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

William Mc Millan is a financial advisor with Henderson Brothers Financial Partners LLC in Pittsburgh, PA. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and Newport Group. Henderson Brothers Financial Partners LLC offers investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm uses a variety of investment strategies and a broad product menu to implement client strategies through both direct portfolio management and third-party investment programs.

ESG / Sustainable investing Founder/Business Owner Retired
user avatar

Thomas G

Series 63

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Thomas Grealish is a financial advisor with Henderson Brothers Financial Partners LLC, holding a Series 63 designation and bringing 27 years of industry experience. His prior roles include positions at Global Retirement Partners, LLC and HB Retirement LLC, with over two decades at LPL Financial LLC. Outside of advisory work, he serves on the boards of The Buncher Company and Ward Transport & Logistics in Pittsburgh. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a range of investment strategies and offers a broad product menu, including mutual funds, ETFs, options, and private placements, managing approximately $327 million in discretionary assets across a multi-team adviser structure.

ESG / Sustainable investing Founder/Business Owner Retired
user avatar

John K

Series 63

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

John Kirkpatrick is a financial advisor at Henderson Brothers Financial Partners LLC with 15 years of industry experience. He holds a Series 63 designation and has previously worked at Global Retirement Partners, LLC and LPL Financial, LLC. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a blend of direct portfolio management and selection of third-party investment programs, utilizing various analytical techniques and offering a broad range of investment products.

ESG / Sustainable investing Founder/Business Owner Retired
user avatar

Scott F

Series 63, Series 66

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Scott Fremer is a financial advisor at Henderson Brothers Financial Partners LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for 15 years at Comperio Retirement Consulting, Inc. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a variety of investment approaches, including direct portfolio management and third-party programs, and offers a broad range of products from mutual funds to digital assets.

ESG / Sustainable investing Founder/Business Owner Retired
user avatar

Anthony B

Series 66

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Anthony Barone is a financial advisor at Henderson Brothers Financial Partners LLC in Pittsburgh, PA, with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Global Retirement Partners, LLC, LPL Financial, and PNC Investments. Outside of his advisory work, Barone serves as a high school and college football official for WPIAL and the NCAA. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a range of investment strategies and offers both discretionary and non-discretionary management, utilizing a broad product menu that includes mutual funds, ETFs, options, private placements, and digital assets.

ESG / Sustainable investing Founder/Business Owner Retired
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