The Alec G. Henley Group’s professional consultants and staff have the skills and knowledge to provide individuals, families, and businesses with financial advice to assist in identifying needs, understanding the processes to address those needs, and providing the required solutions for each unique situation.

The Alec G. Henley Group takes care of the best interests of their clients in understanding the issues and in the provision of advice and/or consulting services.

With Financial Advisory Services, we can assist an individual, a family, a non profit, an endowment, and/or a family foundation with their planning and wealth management requirements. Financial advice also is required by partnerships and/or corporations whether they be privately owned, publicly listed and/or family enterprises.

Our clientele is very diversified which we value. It is therefore very important that we tailor the necessary advice to suit the particular client’s needs. Our firm does not agree with a “cookie cutter” approach.

Our unique approach to providing financial advisory services gives you, the client, confidence that the plan has been created and the solution is being implemented to represent you, your family, or your organization. Our collaborative approach with working with our clients ensures you receive a sustainable and value added plan from our team; thus, we are working with you, not for you.


Our services are provided on a customized basis, whether it be a financial security review, whether it be estate planning review, whether it be wealth management services. We have extensive experience dealing with individuals, families, family enterprises, partnerships, private/public corporations, endowment funds, non-profit entities, and high networth individuals. A client of Alec G. Henley & Associates Ltd. receives expert advice in the areas that are important to them. The Team at Alec G. Henley & Associates Ltd. work together to create an educational and professional experience for their clients while delivering desired results for every client’s unique set of circumstances.

Our firm offers Wealth Advisory services and has been providing such advice since 1944. We work with both retail individual clients and institutional clients. Our advice is tailored to deal with your particular circumstances (i.e. whether we match our clients with custodians, administrators, fund managers that suit their personal goals and/or objectives, including high net worth individuals and high net worth families).

Our Financial Advisory Services:

  • Financial Security
  • Risk Mitigation
  • Insurance Needs
  • Corporate Insurance Services
  • Retirement Planning
  • Personal Injury
  • Estate Planning
  • Wealth Management
  • Personal/Family
  • Family Foundation
  • Institutional
  • Not-for-profit
  • Endowment Funds
  • Family Enterprises
  • Continuity/Succession Planning

For more information

Members of our Team would be happy to connect.

(709) 753-7350   |   (866) 885-7350   |