What is the Henthorn Agency, Financial Advisors Division?

Our Financial Advisors Division is a personal tax and financial planning firm that works with its clients on a flat fee basis and is registered with the Indiana Secretary of State as a corporate Registered Investment Advisor. Our Indiana Registration Number is 1272-IA. Our services consists of independent practitioners working together as needed on a contract basis with their clients.   

A Registered Investment Advisor is a fiduciary who has a duty of undivided loyalty to the Investment Advisory Clients and must be registered with the Security Exchange Commission or Secretary of State as an Investment Advisor. A Registered Investment Advisor is a representative of the client.

Not all Registered Investment Advisors are Certified Financial Planners®. A CFP® is a certificate holder who has demonstrated competency before a board of standards in five areas vital to comprehensive financial planning including, insurance, taxes, retirement, investment and estate planning. The emphasis of the CFP® professional education is on the interrelatedness of the financial areas and the need for OBJECTIVE analysis of your circumstances and goals. A CFP® Professional must meet rigorous education, work experience and business ethical standards to maintain the use of the CFP® Marks.

• Do I Need A Financial Advisor? 
• Who We Serve 
• What We Do
• How We Add Value 
• Advisor Credentials
• Getting Started