Financial Advisors for HENRY (High Earner, Not Rich Yet) in Wisconsin
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Financial Advisors
3 Client Reviews
"Anthony has been an absolutely incredible partner to work with. He has helped me feel comfortable in my financial health and given me plenty of insightful and actionable advice in both financial planning and investments. In addition to being an amazing financial professional, he is also a very genuine guy. You can definitely tell that he cares about you as a person and individual and wants to see you achieve your best. He’s also LGBTQ+ friendly, which is a big consideration for me. 5 stars all around for Anthony and Dynamic FP."
3 Client Reviews
"Excellent, I have worked with Cayden for over a year and he has been very helpful in building a personal financial plan but also navigating difficult financial scenarios."
3 Client Reviews
"Working with Ryan has been an incredible experience for our family. Since working with Ryan we feel more confident about our financial decisions than we ever have. He took the time to really understand our family's values and hopes for this partnership. His wisdom has helped us navigate many aspects of our finances and hopes for the future. We are so grateful!"
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
Christian financial advice for young, high-income families, professionals, and business owners who want to steward their resources wisely. We integrate tax-smart planning, investments, and cash flow strategies with Biblical wisdom to help you make confident financial decisions.
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FrequentlyAsked Questions
What is a HENRY in finance?
A HENRY, or “High Earner, Not Rich Yet,” refers to individuals with high incomes (often $100K–$500K/year) who haven’t yet accumulated significant wealth. They typically face challenges like student loan debt, lifestyle creep, and lack of time for financial planning.
Should high earners who aren't wealthy work with a financial advisor?
Yes. Financial advisors can help HENRYs balance debt repayment with investing, minimize taxes, optimize retirement contributions, and create a long-term wealth-building plan.
How do financial advisors help high-income earners build wealth?
Advisors assist with tax strategies, budgeting, equity compensation planning, and smart investing. They also help avoid common traps like lifestyle inflation and missed tax-saving opportunities.
Do financial advisors work with clients who don’t have $1 million?
Absolutely. Many fee-only fiduciary advisors specialize in helping high earners in the early stages of wealth building, including those who haven't reached seven-figure net worth yet.
What questions should a HENRY ask a financial advisor?
Ask: Are you a fiduciary?
How do you get paid?
What experience do you have with clients like me?
Can you help with tax planning and equity compensation?
What’s your investment philosophy?
How do you get paid?
What experience do you have with clients like me?
Can you help with tax planning and equity compensation?
What’s your investment philosophy?
What Does a Financial Advisor for High Earners (HENRYs) Do?
A financial advisor for HENRYs helps you build wealth faster by focusing on:
Debt payoff + investing: Create a plan that balances loan reduction and portfolio growth
Tax efficiency: Use deductions, deferrals, and investment strategy to lower tax burden
Retirement savings: Max out 401(k), IRAs, and HSAs with the right asset mix
Stock compensation strategy: Get expert help with RSUs, ISOs, bonuses, and equity
Lifestyle and budget control: Avoid spending creep and increase your net worth
Smart goal planning: Align spending and saving with big life goals—buying a home, launching a business, or reaching $1M net worth
These advisors don’t just manage assets—they help HENRYs think ahead, plan proactively, and build wealth on purpose.
Debt payoff + investing: Create a plan that balances loan reduction and portfolio growth
Tax efficiency: Use deductions, deferrals, and investment strategy to lower tax burden
Retirement savings: Max out 401(k), IRAs, and HSAs with the right asset mix
Stock compensation strategy: Get expert help with RSUs, ISOs, bonuses, and equity
Lifestyle and budget control: Avoid spending creep and increase your net worth
Smart goal planning: Align spending and saving with big life goals—buying a home, launching a business, or reaching $1M net worth
These advisors don’t just manage assets—they help HENRYs think ahead, plan proactively, and build wealth on purpose.
Not sure who’s right for you as a HENRY? Answer a few quick questions, and we’ll introduce you to someone who fits.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
