Question 1

Why have you made the move to go independent?

Accepted Answer

Our clients deserve it. Our clients are unique in that you trust us with your financial livelihood and expect us to always do what’s in your best interest. Because of this uniqueness, my team and I needed the freedom to be as objective as possible, without any proprietary products or allegiance any one company. Having our own independent firm will let us do that for you. And being backed by the largest independent investment broker-dealer in the country, LPL Financial, gives us the size and scale needed to deliver an even better client experience.

Question 2

How do I benefit from this?

Accepted Answer

You will enjoy a simplified process of managing your assets. We will be able to get cash to your more easily, and eliminate many of the additional steps our prior process required.
Your fees for investment management will likely decrease.
You will have access to even more investment products than before.
You will enjoy how much easier it is to do business.

Question 3

What stays the same, and what's changing?"

Accepted Answer

Our name remains the same: Henderson Financial Group.
Everything you called us for in the past, you'll continue to call on us for into the future.
Our breadth of services and depth of financial knowledge remains just as strong, and we're continuing to add to that knowledge through continuing education and designations.
We are staying in same physical building, One Columbus Center in Virginia Beach. However we are building out our own space on the 5th floor. We look forward to welcoming you into our new space this spring!
Your statements and documents will now come with our new branding and logo!
There will be less steps involved to get things done. Before, to get cash or create checks, we had to call our home office, who called our clearing firm (Pershing), who had to call us back, etc. Now, we make 1 call. That's it.
Who we deliver our advice through is changing - we will be backed by the largest independent broker-dealer investment firm in the nation, LPL Financial.
We will have access to a much greater network of insurance and investment company products.
We will have greater control over the fees we charge.
Your existing insurance policies can remain where they are, but we will still assist with the insurance service.

Question 4

What do I need to do?

Accepted Answer

Take our call, and come with us! Our team will reach out to you to help walk you through the next steps. Electronic or wet signatures will be required to move your investment accounts with us.

Question 5

How do I contact you?

Accepted Answer

Ray Henderson
President | Chief Executive Officer | Wealth Management Advisor
ray@hendersonfg.com | (757) 314-4638Stephanie Sage
Vice President of Operations | Wealth Management Advisor
stephanie@hendersonfg.com | (757) 314-4628Tristan Adams
Financial Planning Specialist
tristan@hendersonfg.com | (757) 314-4618Annette Self
Executive Assistant
annette@hendersonfg.com | (757) 314-4608

Frequently Asked Questions

Why have you made the move to go independent?

How do I benefit from this?

What stays the same, and what's changing?"

What do I need to do?

How do I contact you?