Every day, millions of individual investors wake up uncertain about their financial future wondering if they’re truly on the right path. At Hennion & Walsh, we’ve spent more than 35 years helping investors replace that uncertainty with clarity and confidence through what we call The Hennion & Walsh Experience.

As an independent wealth management firm, we understand that no single professional has all the answers. That’s why we build a team around you, specialists who collaborate across disciplines to guide your investments, align with your goals, and help you live the life you’ve planned.

Expertise That Works for You 

When you choose Hennion & Walsh, you gain access to professionals with credentials and experience across multiple disciplines: 

• CFP® Professionals – Guiding comprehensive financial planning. 
• CFA® Charterholders – Bringing advanced investment and portfolio expertise. 
• Bond Specialists – Helping you navigate tax-free municipal bonds and fixed-income strategies. 
• Annuity Specialists – Designing income solutions for retirement. 
• Internal Fixed-Income Trading Team – Sourcing opportunities and executing trades with efficiency and precision. 
• Service Team – Ensuring seamless communication, prompt responses, and ongoing support alongside your investment professional so you always feel informed and cared for.

We choose specialists who truly understand your needs, making sure you always have the right expertise on your team

Collaboration That Delivers 

Our strength lies not just in individual knowledge, but in how our specialists work together. We take a collaborative approach where: 

• Our specialists exchange insights across disciplines to serve you better
• We refine strategies using multiple perspectives.
• We align every recommendation with your long-term objectives.
  

This teamwork results in personalized, hands-on guidance that reflects both your immediate needs and your broader financial vision. 

Why a Team Approach Matters 

Many financial firms rely on generalists professionals who know a little about many things. At Hennion & Walsh, we believe you deserve specialists. 

• Specialists bring depth. Each member of your team is an expert in their field. 
• Collaboration brings clarity. Together, we see the full picture of your financial life. 
• You bring the focus. Your goals remain the central point around which everything revolves. 

The result? Strategies that are designed for you, not off the shelf. 

Experience a Team That Puts You First 

With Hennion & Walsh, you’re not just hiring an investment professional, you’re gaining an experienced team dedicated to helping you simplify decisions, stay tax-efficient, and always stay aligned with your investment goals.

That’s The Hennion & Walsh Experience. A partnership built on expertise, collaboration, and your success.u to achieve your goals. You deserve the personalized attention and care that come with the Hennion & Walsh Experience.