Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Matthew Henley


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 with his wife, Robin. They have two daughters, one who currently works at Henley Wealth Group and the other is in grade school. 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.