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H.E.N.R.Y.s (High Earners, Not Rich Yet)

Are you a H.E.N.R.Y.?   ️

(High Earner, Not Rich Yet)


A HENRY is a high earner that is motivated to build out their personal financial roadmap in a way that helps them achieve their long term financial goals most efficiently. 

As a HENRY, your Financial Life Plan™ does not center around the assets you have available to invest today, but rather revolves entirely around the investment planning, tax planning, and protection planning you can begin today to maximize your financial situation as your life evolves. 

     


Schedule Your Fit Call

How do I know if I am a good fit?

We deliver the greatest value when we focus on comprehensive planning that requires our expertise. 

Our typical clients are:

Aged 25-40 with an income over $100,000.Focused on minimizing current & future Tax Bill
Newly Married, newly with children, or with a recent & significant income bumpReady to align investments with their goals, investment time horizon, and stage of life
Targeted Financial Goals to plan for and Build AroundWorks in tech and has stock options to strategize for
Diligent Savers that can save $1,000 month


31, Single, Advertising Executive, New York, Household Income $150k.

"As I start my financial journey, I want to make sure I have a roadmap ahead of me, always keeping me on the right track in my financial world. Just like in my career, I want to make sure I’m at the top of my game (& that of my peers!)"

36 & 35, Married, Software Engineers, San Francisco, Household Income $250k.

"As my spouse and I have spoken more and more lately about our lifetime goals, we realized we have enough on our plate. We want professional guidance from a trusted source because we don’t want to spend our day analyzing our investments, our taxes or our cash flow. Not our thing!"

40 & 41, Married, Teacher & Portfolio Manager, New York, Household Income $400k.

"2 Careers, 2 kids, a mortgage, vacation plans…yup, we have a lot going on! We want to grow with a financial firm that will allow us to spend our days doing what we love best and spending time with our families."

Where to start? 

Our process begins with a 15-Minute Fit Call.

SCHEDULE YOUR FIT CALL


Meet Gideon.

Certified Financial Planner™, Speaker, Author,

Accredited Investment Fiduciary

Developed by our third-generation planner Gideon Drucker, our H.E.N.R.Y. Syndrome® services are designed to help young, prospering professionals find their financial footing. Combining decades of old-school experience with today’s top technology, we’re more than ready to help you build a solid financial future. 

  • CFP® Professional and Accredited Investment Fiduciary®
  • Named a Top Next Gen Advisor by Forbes in 2019-2020
  • Named a Top 7 NYC Financial Advisor by Money Under 30
  • Author, "How to Avoid HENRY Syndrome®"

Certified Financial Planner, New York
Forbes Next-Gen Best-In-State WinnerHow To Avoid HENRY Syndrome, Author Gideon Drucker CFP



We’re Equipped To Help Individuals and Families Including:


Tech Engineers

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Creatives & Business Owners

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Newlyweds

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Young Families

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Physicians

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Ready to get started?

Schedule your Fit Call