Henderson Brothers Financial Partners

Retirement Plan Advisor

Pittsburgh, PA

About Henderson Brothers Financial Partners

<p>Founded in 1893, Henderson Brothers Financial Partners brings more than a century of experience to retirement plan work in the Pittsburgh region, with a second office in the Columbus-area suburb of Dublin, Ohio. The firm is an SEC registered investment advisor and operates as the financial services division of Henderson Brothers, Inc.</p> <p>As <a href="/plan-advisors">plan advisors</a>, they help employers set up and run retirement programs, with work that includes plan design and support for both defined contribution and defined benefit plans. The team works with plan sponsors on fiduciary duties, vendor due diligence, and day-to-day decision support.</p> <p>Henderson Brothers Financial Partners also offers 3(21) and 3(38) fiduciary services, including its HB 3(38) Pooled Employer Plan in partnership with Newport. The firm’s differentiator is its combination of long-running advisor practice and an outsourced fiduciary option that can simplify administration for plan sponsors.</p> <p>Beyond plan oversight, they provide employee financial wellness education on budgeting, emergency savings, investing, and debt management, and they work with individuals, corporations, small businesses, and nonprofits.</p> <ul> <li>Retirement plan design (defined contribution and defined benefit)</li> <li>3(21) fiduciary investment advice</li> <li>3(38) investment manager services</li> <li>HB 3(38) Pooled Employer Plan (with Newport)</li> <li>Employee financial wellness education</li> </ul>

Website: https://hbfp1893.com/retirement-plan-consulting/

Founded: 1893

Office Locations

  • Dublin, OH
  • Pittsburgh, PA (Headquarters)

Accreditations & Certifications

  • Other
  • AIF®

Services Offered

  • 3(21) Investment Advisor
  • 3(38) Investment Manager
  • Plan Design Consulting

Team Members

  • Kevin Bove, Manager of Wealth Management
  • John Kirkpatrick, Senior Institutional Investment Strategist
  • Joseph Cravotta, Manager of Institutional Services
  • Joseph Kelly, Wealth Management Investment Strategist
  • Patrick McCallister, Manager of Institutional Sales
  • Diane Ritter, Senior Retirement Plan Consultant
  • Sierra Christian, Financial Advisor
  • Benjamin Rathfon, Financial Advisor
  • Chris Securcher, Senior Retirement Plan Consultant
  • Jack Ryan, Financial Advisor

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