Financial Planning With Care
Who We Are
Most people don’t have the time, knowledge, discipline, or desire to manage and grow their wealth. We want to know what’s happening in your financial life right now – life changes, grandkids, worry about outliving your money. If it’s happening in your life, it should be in your financial plan. Our goal is to help you relax, give you confidence, and create peace of mind, knowing that you’re on the right track to meet your goals. This process begins by us understanding you and what services (income planning, wealth management, understanding taxation, Medicare & long-term needs, legacy & estate planning and Employee Benefits) will best serve you.
Our Mission
We want you to be comfortable opening up and sharing your true concerns so that we can answer your important questions and help you make sound financial decisions.
Scroll Below To Learn More About The Henley Wealth Group Team!
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Your Financial Planners
Meet The Team
Matthew Henley
Founder/CEO
Matthew Henley, Retirement Consultant and owner of Henley Wealth Group has been in the financial industry for over 20 years. Matthews passion for helping others is what drove him to specialize in retirement planning and safe alternatives. He’s acquired his insurance license and has had a bank license for over 15 years. Matthew is a member of the National Ethics Association and The Independent Excellence Group.
Matthew enjoys working with clients that understand they need a road map to reach the pinnacle of their retirement. He has successfully walked over a thousand Postal and other Federal employees through retirement. His goal is to fully understand their financial situation and build long last relationships.
Matthew currently resides in Charlotte, North Carolina. He has two daughters. Matthew attended the University of Missouri of St. Louis after growing up in St. Louis, Missouri.
On his free time, Matthew enjoys hiking, fishing, golfing and spending time with his family. Matthew likes to stay involved within his community and is a member of Carmal Baptist Church in Charlotte.