Chad Henry, CFP®
My Mission Statement
My Story and Services
The Foundation: A Legacy of Stewardship
Raised working on his family's multi-generational farm near Dixon, IL, Chad Henry learned early that a successful harvest requires disciplined labor and meticulous planning. From managing two newspaper routes at age nine to graduating Cum Laude from Western Illinois University in 1997, Chad has spent his life outworking the status quo. Today, those Midwestern values are the bedrock of his "Chief Planning Officer" approach for ultra-high-net-worth families.
The Architecture: Rules-Based Systems-Centered
In an industry often fueled by emotion, Chad operates as a Systems Consultant. While you cannot control market volatility, you must control your process.
- Advanced Academic Foundation: Chad completed Master's level coursework at DePaul University, establishing the technical foundation in Financial Planning that anchors his practice.
- Qualitative Precision: As a long-standing member of NAAIM and Nasdaq Dorsey Wright, Chad utilizes a rigorous, mathematics-based engine to drive objective decision-making methodology.
- The PnF Edge: His strategies utilize Point Figure (PnF) Analysis to identify true shifts in market supply and demand, and aims to align capital with the strongest sectors.
- Active Risk Management: Using objective trend indicators and predefined exit doors, Chad manages risk through data, not intuition.
The Standard: Championship Accountability:
Average firms rely on occasional reviews for feedback. A Championship Team operates differently—holding each other accountable and expecting excellence every day. This starts with Self-Accountability: the internal drive to perform at a peak level for our clients no matter who is watching.
Chad brings this coaching DNA from an 18-year football career into the boardroom. After serving eight seasons as a football and Strength Conditioning coach at Aurora Christian Schools (ACS), he concluded his coaching tenure in August 2025. Following eight years as the ACS Sports Boosters President, he stepped away in April 2026 to enter a new season: cheering on his son in college football and supporting his daughters' college adventures.
The Innovation: A Coach to the Industry
Chad supports fellow Financial Advisors by providing training on advanced wealth planning strategies. He has served as a speaker and trainer at industry events, including AdvisorCon (BGM), Horsesmouth, and the Nasdaq Dorsey Wright Annual Catapult Conference.
The Heart: Family Service
A devoted family man, Chad has been blessed to be married to his beautiful bride, Mary Ann, since 1998, and is the proud father of Abigail, Leah, and Nathan. Beyond the home, he served eight years on the Executive Board for Cal's Angels (2015–2023). A dedicated follower of Chicago sports, Chad has cheered on the White Sox through every stadium name change—though he still occasionally slips and calls it Comiskey Park—and is an especially HUGE Chicago Bears fan.
In his spare time, Chad's hobbies include staying abreast of the latest dad jokes and annoying his kids and wife regularly. In all seriousness, he is a lifelong learner who enjoys woodworking, restoring old cars, and traveling with his family and friends.
Personal Conviction
A resident of the Western Chicago suburbs and devoted member of the Aurora Christian community, Chad's work is underpinned by his Christian faith and radical transparency. He synchronizes your strategy with your CPA and attorney to create one cohesive, high-performance team focused entirely on YOUR SUCCESS.
WORKING WITH YOU
While my clients each have unique personal and professional circumstances, they all have one thing in common: achieving a financial goal to help secure their family's financial future and pursue their personal ambitions.
PURSUING YOUR GOALS, TOGETHER
INDIVIDUAL PLANS FOR INDIVIDUALS LIKE YOU
Your financial plan should include more than just your investment objectives. Rather, it should be tailored to address the personal life and legacy goals you've identified and prioritized.
Chad's planning process begins with you, your personal goals, your financial goals, and your investment objectives. It is holistic in its approach and encompasses all the key elements of your financial life as well as your cash management needs. Your curated wealth plan includes research and recommendations across a wide range of asset classes, themes, models, and investment managers to accomplish your objectives.
The CFP® Professional:
Chad Henry is certified by the CFP® Board. The CFP® designation shows that Chad has taken the extra step to demonstrate commitment and professionalism by voluntarily submitting to the rigorous CFP® certification process to better serve his clients.
The certification process includes demanding education, examination, experience, and ethical requirements. These four cornerstones set the foundation for the ability in helping clients achieve their goals. Chad's diverse skillsets can help you navigate the complicated financial factors in your life.
Our LifeView® PlatformUsing Morgan Stanley's LifeView® platform, Chad can create your personal roadmap to help achieve and protect your goals - a framework that makes the connection between your life goals and your financial resources and provides a baseline for future discussions.
Start with a conversation to gain a thorough understanding of your needs, lifestyle and family – and your goals for the future.
Chad works with you to develop portfolio strategies to help you achieve and protect the outcomes you envision.
Look across multiple accounts and products to help you implement solutions that are an appropriate fit for your strategy.
Chad helps you track your progress as well as spending and savings to help ensure you remain on track towards your goals.
EVERYTHING YOU NEED, ALL IN ONE PLACE
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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