Michael Henzes, CFP®, MBA, EA Open Wealth Network

Michael Henzes, CFP®, MBA, EA

Hi, my name is Mike. If you’re looking for someone to help you objectively answer a couple questions or guide you through the variety of financial/life events you’ll be experiencing over the next 20-40 years; you’ve come to the right place!!!

My mission is to help you use your human and financial resources to live your best life NOW and in the FUTURE.

Some ways we’re different from other advisors:
Advice Only – Never worry about being sold something you don’t want.
Flat dollar fee – You won’t pay more because your accounts are growing.
No upfront fees – You get billed after the work is done – not before.
CFP® Professional – Rigorously trained and dedicated to your best interest.
Choice – You choose the level of service that fits your needs.
Low annual fee – Planning and investment management for one low fee.
No minimum asset requirement – We base our relationship on the value we bring NOT the value of the accounts you bring.

I’m originally from Northeast Pennsylvania (Blakely, PA) and currently live in Southeast Pennsylvania, Western Montgomery county (Pottstown, PA).

I attended the University of Pittsburgh and finished my last two years at West Chester University of Pennsylvania where I earned a Bachelor of Science degree in Accounting. I went on to earn my MBA, with a concentration in Finance, from St. Joseph’s University in Philadelphia and hold a certificate of completion from the College for Financial Planning’s Elite-CFP education program. I am a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent admitted to practice before the Internal Revenue Service.

I started my career in accounting but found my calling in financial planning when I was introduced to the profession by my parent’s advisor. I’ve now accrued more than 20 years of experience in the accounting and financial services industry in a number of different capacities. I most recently served as Vice President of a large registered investment advisory firm in the Philadelphia suburbs and previously served as principal for one of Pennsylvania’s largest regional accounting firms. Most notably, I served as a Regional Director for a leading global provider of outsourced asset management where I had the opportunity to work with hundreds of advisors and see, first hand, how great firms operate and serve their clients.

You can learn more about my professional background here:
LinkedIn: https://www.linkedin.com/in/finplanningspecialist/

In my limited free time, it’s all about family. I’ve been married for 16 years to my wife, Maria, and we have four young children so college planning is a big focus personally and professionally!! We enjoy being outdoors so you can typically find us spending time at the soccer field, hiking a mountain with the scouts, four-wheeling, catching waves at the Jersey shore or carving turns at our local ski resorts.

If you’d like to further explore how we might be able to help, I would encourage you to send us an email or use the scheduling app on our website. I sincerely appreciate your interest and look forward to connecting with you soon.
– Michael Henzes

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Biotech Professionals
  • College Planning
  • Gen X
  • IT Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly fee: $150+/mo investment advising, $225+/mo financial planning, $300+/mo both
  • Hourly fee: $300/hr, min 3 hours

 

SEC Records

 

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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