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Our financial services clients include financial planners, money managers, mutual funds and consultants. They've ranged from local firms to some of the biggest names in the industry. Typically, our clients retain us for many years because we obtain consistent results year after year.

Clients have been featured in dozens of media outlets, including The New York Times, Forbes, The Wall Street Journal, The Boston Globe, USA Today, MarketWatch, Bankrate.com, Physician's Money Digest, WNBC TV, Kiplinger's Personal Finance, Consumer Reports, and Kiplinger's Retirement Letter.

In the 1980s, Henry was a top freelance financial writer and regular contributor to Financial Planning, Fidelity Focus, Fidelity Stages, Mutual Fund News Service and Financial Services Times.