Philip C. Henry, ChFC, CFS

Philip C. Henry, ChFC, CFS

President

Phone: 412.838.0200
Fax: 412.838.0204
E-mail:

Philip C. Henry is the founder and president of Henry Wealth Management (HWM), LLC, a Bridgeville, PA-based financial services firm. After spending the first twenty years of his career with a large financial services firm, Phil founded HWM in 2003 to operate as an independent, fee-based financial planner. He specializes in providing financial planning, investment management, insurance and estate planning services. Clientele of HWM include corporate executives and professionals, retirees, small business owners and not-for-profit organizations. Phil also has a large base of widowed individuals who rely on him to manage portfolios for present income and growth.

Phil has obtained the Chartered Financial Consultant (ChFC) designation through The American College, as well as the Certified Funds Specialist (CFS) designation through the Institute of Business and Finance. He earned both his Bachelor of Science (B.S.) and Master of Business Administration (MBA) degrees from Indiana University of Pennsylvania where he also was a three-year letter winner on the football team. He later served on the IUP Eberly College of Business board of advisors.

Although independent, Henry Wealth Management is not alone. In 2003, they were one of 25 firms that founded the Fusion Advisor Network. This nationwide producer group now boasts more than 125 member firms. In 2009, Phil was elected by his peers to serve on the Fusion six-member Advisory Board.  

A frequent speaker and outlet for media requests on financial issues, Phil has been interviewed on KDKA-TV and WPXI-TV news, has appeared several times on KDKA’s morning show Pittsburgh Today Live as well as on public radio. He is also a frequent speaker at Fusion Advisor Network meetings, a network of over 100 similar firms across the U.S. where Phil was a founding member in 2003.

He has authored over 20 articles for the Pittsburgh Business Times since the early 1980’s. He has a regular bi-monthly column in South Fayette In Community Magazine. 

Helping clients establish and achieve their long-term financial goals is Phil’s mission. He knows that whether a client has a need for wealth creation, wealth accumulation, wealth preservation or wealth transfer, every person and situation is unique, and requires solutions that are customized, highly personal and objective.  

Working as an independent planner, Phil is not tied to any proprietary products. The financial plans that he creates are based upon extensive fact gathering and goal planning sessions. Clients desiring to implement investment and insurance vehicles are recommended to high quality solutions. Once implemented, financial plans and products are frequently reviewed and adjusted as needed. Clients are provided monthly consolidated reporting and 24/7 secured access to their accounts through the HWM web site. Fees are reasonable, competitive and fully disclosed.

Relationships are extremely important to Phil. His personal yet discrete style enables him to develop meaningful, long-term relationships with clients. Henry Wealth Management is proud of an annual retention rate of 99%.

Phil is happily married to Beth and resides in South Fayette Township with their five children.  He is an exercise enthusiast and active in the South Fayette youth and high school soccer associations, serving as a youth coach. He and his family attend Tetelestai Church (Christian, non-denominational) and Phil thoroughly enjoys leading a neighborhood Bible Study.