Henry D. Conley is a Financial Advisor at Conley Wealth Management, a financial services firm focused on estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
As a Financial Advisor, Henry is qualified to address the diverse needs of each client as they financially prepare for their future. He provides recommendations for asset allocation, funding for education, retirement, as well as life and long-term care insurance.
He works closely with business owners, executive teams and their advisors to help pursue their financial goals and implement strategies to meet their distinctive needs.
- Eastern Michigan University
- FINRA Series 7
- FINRA Series 66
- Investment Advisory Services
- Retirement Strategies & Plans
- Roth & Traditional IRA’s
- 401(K) Rollovers
- Financial Needs Analysis
- Life Insurance
- Long-Term Care Insurance
- Education Funding Options
- Estate Preservation Strategies
Henry is a resident of Hartland, MI with his wife, Jennifer, and daughter, Cassadee, and dog, Bentley. In his free time he enjoys golfing, biking, travel and cooking.