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. We focus on working with HENRY's making $300k+, who are 35-49, and who have kids under college age.
As a HENRY, your Financial Life Plan® does not center (at least entirely) around the assets you have available to invest today, but rather revolves around the investment planning, tax planning, and protection planning you can begin today to maximize your financial situation as your life evolves.
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 35-49 with income over $300,000. | | Focused on minimizing current & future tax bill and would like tax planning & tax prep integrated into the wealth management program |
| | Are contemplating how to best fund their children's education, while thinking about buying a larger home, or spending more on vacation while wanting to make sure they're on track for retirement...while (well, you get the idea!) | | Ready to align investments with their goals, investment time horizon, and stage of life |
| | Have targeted financial goals to plan for and build around | | Work in big tech/media where RSU's make up a meaningful part of your total compensation |
| | Diligent Savers that can save $5,000 month |  | One spouse might have 1099 income or a small business & they need help understanding how to maximize their self-employment income & selecting the most appropriate retirement plan for themselves |
 | Need help putting together an estate plan for their growing family |
39, Single, Advertising Executive, New York, Household Income $325k
"As I'm moving into a different phase of my career, 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!)"
(This is a hypothetical example & quote of a "great fit" client for illustrative purposes!)
46 & 43, Married, 2 kids, Product Manager at Walmart & Engineer at Google, San Francisco, Household Income $525k.
"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, fiduciary source because we don’t want to spend our day analyzing our investments, our taxes or our cash flow. Not our thing!"
(This is a hypothetical example & quote of a "great fit" client for illustrative purposes!)
46 & 44, Married, 3 kids, Data Engineer at Zillow & Director at Etsy, Los Angeles, Household Income $650k.
"2 Careers, 3 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."
(This is a hypothetical example & quote of a "great fit" client for illustrative purposes!)
Where to start?
Our process begins with a 15-Minute Fit Call.
See what our clients are saying and read all of our reviews! ⭐⭐⭐⭐⭐ | Read Our Reviews |
Meet The Wealth Builder Team
Developed by our third-generation planner, Gideon Drucker, our H.E.N.R.Y. Syndrome® services are designed to help 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.
Our Wealth Builder team holds the following designations & credentials:
- CFP® Professionals
- Accredited Investment Fiduciary®
- Equity Compensation Associate®
- CPA
- PFS™
- JD
- President, Drucker Wealth
- Founder, Wealth Builder Division
- InvestmentNews 40 Under 40
- Investopedia Top 100 Advisor, 2022 & 2023
- Top Next Gen Advisor, Forbes, 2019-2020
- Top 7 NYC Financial Advisor, Money Under 30
- Best Financial Advisors for Millennials, Business Insider
- Author, "How to Avoid HENRY Syndrome®"
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- Director of Financial Planning, Wealth Builder Division
- Karina guides Wealth Builders through our carefully designed planning process.
- Runs the input call to get your personal financial data loaded into your portal
- Links outside accounts to help you view your entire financial world in one place.
- Karina facilitates check-points with your Lead Advisor throughout the planning process
- Ensures you are getting the most value out of your Financial Life Plan®!
- Lead Financial Advisor, Wealth Builder Division
- Certified Financial Planner™
- Operations Associate, Wealth Builder Division
- Coordinates paperwork, onboarding steps, and account setup once you're ready to move forward
- Manages key operational tasks so your plan transitions seamlessly from conversation to execution
- Supports your Lead Advisor and planning team so you can stay focused on your goals... not the admin!
- Tyler is here to keep things efficient, organized, and moving forward at every step.
Tax & Estate Planning Team
- Certified Public Accountant (licensed in California) and Personal Financial Specialist with 16+ years of experience
- Background in both public accounting and wealth management, with a strong focus on integrating tax planning into overall financial planning
- Serves as Head CPA & Tax Advisor at Drucker Wealth, supporting individuals and privately held companies
- Helps clients simplify their tax lives through proactive planning, clear projections, and reliable year-round guidance
- Estate Planning Specialist with 17+ years of experience helping individuals and families build thoughtful, customized estate plans
- Works closely with Drucker Wealth advisory teams to align estate planning with holistic financial strategies
- Uses modern planning tools and cutting-edge technology to help clients design estate plans with clarity, intention, and care
- Focused on ensuring each client’s legacy and long-term goals are accurately reflected
- Certified Public Accountant (licensed in Georgia) with 5+ years of experience
- Mary Beth supports our tax planning and preparation process with deep technical expertise and a sharp eye for detail. She helps ensure every return, projection, and strategy is accurate, thorough, and aligned with your overall plan.
- With experience across individual, business, and trust tax returns, Mary Beth plays a key role in turning complex tax rules into clear, actionable next steps.
- Her background in audit, review, and financial reporting strengthens our tax work, adding another layer of precision and thoughtful oversight to your filings and projections.
- Mary Beth works closely with Therese and your advisory team behind the scenes to keep everything organized, compliant, and moving forward smoothly so you can feel confident nothing is slipping through the cracks.
