Providing a Strategic Approach to Wealth Management

Name: Henker Financial Partners
Address: 8656 W Gage Blvd, Suite 202, Kennewick, WA, 99336, United States
Telephone: (509) 222-2701

Let's Talk

A wide, calm river winds through a valley framed by rolling hills and distant snow-capped peaks, with sagebrush-covered high desert stretching across the foreground under a blue sky dotted with clouds.

About

Wealth Management That Evolves With You

Here at Henker Financial Partners, we understand that as life changes, your financial needs, goals, and concerns change as well. That’s why we look at wealth management as a highly dynamic activity not a static one. No matter where you are on your financial journey, we’ll meet you there and help you figure out the best way to achieve whatever your goals are, now and for the future. We believe it’s important to look at life and how your finances fit into it in a holistic way, so we don’t just look at one element of your life, but instead the big picture to help you make the best possible strategic decisions.

FIRM

Guiding Principles

“We are committed to maintaining the highest standards of integrity and professionalism in our service to our clients, to our community, and to each other. We are committed to listen, know and understand your financial situation and to provide you with only the highest quality service and advice to help you reach your personal goals.”

A cable-stayed bridge spanning a river at sunset, with bare tree branches in the foreground and a steel truss bridge in the distance.

We leverage a large and diverse team of specialized support resources. Areas of expertise include holistic investment advisory and financial planning, customized case consultation, investment management and due diligence, client service, and operational support.

We understand that your goals and objectives change over time. That’s why we approach wealth management as a dynamic, ongoing process that must accommodate changes in personal circumstances and in the overall marketplace. Our process is holistic, meaning it doesn’t consider just one aspect of a client’s life but rather the complete picture.

More specifically, it considers a client’s assets along the wealth management continuum; from asset accumulation and ongoing asset and risk management to the transfer of assets to future generations. It’s this process that allows us to clearly understand a client’s current financial picture versus where they want to be in years to come.

When we provide investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, we act as fiduciaries – legally obligated to act in your best interest, with a duty of loyalty and care.

Team

Personal Service, Proactive Support

When you partner with Henker Financial Partners, you have an entire team of professionals who know you, understand your goals, and are ready to help you throughout your financial journey. We’re passionate about providing personal, attentive service, and we go out of our way to make the planning process simple and stress-free for you. We communicate proactively, answer when you call, and build lifelong relationships to support you and your family for generations to come.

John K. Henker
LUTCF^®, CLTC^®

FINANCIAL ADVISER

Read Bio

Makena Hunter
MBA, FSCP^®

FINANCIAL ADVISER

Read Bio

Theresa Petraszak
JD, CFP^®

PARAPLANNER

Read Bio

Blake Thomason

REGISTERED SERVICE ASSISTANT

Read Bio

Keri Gibson

LICENSED SERVICE ASSISTANT

Read Bio

Services

Personal Guidance, Practical Planning

At Henker Financial Partners, everything we do is tailored to suit your needs and goals. We assess where you are in relation to where you want to be, and we provide a practical, personalized plan to help you bridge the gap. We specialize in comprehensive planning, where we examine the big picture and address each area of your financial life, outlining integrated strategies to ensure every element of your wealth is aligned with the life you want to live.

A dramatic sunset paints the sky in orange and gray over a vast lake dotted with rocky islands, viewed from a lichen-covered ridge in the high desert.

Individual Solutions

Wealth Management & Retirement Planning

Financial Planning

Estate Planning

Asset Protection

Charitable Planning

Investment Management

Disability & Extended Care Needs

401(k) & IRA Rollovers

A steel arch bridge and highway curve alongside a wide blue river cutting through golden, arid canyon hills under a clear sky.

Business Solutions

Executive Benefits

Succession Planning

Key Person Insurance

Funding Buy-Sell Agreements

Funding Deferred Compensation

Investment Management

Fund Advisory Program

This program combines the expertise of third-party professional investment managers with the service and guidance of our Financial Advisors. By analyzing your overall investment goals, risk tolerance levels, and liquidity needs, we'll help you determine which investment portfolio allocation, consisting of an optimal blend of non-proprietary mutual funds and/or exchange-traded funds (ETFs), is most appropriate for your investment goals and specific situation.

Separately Managed Accounts

Separately Managed Accounts (“SMAs”) are a type of professionally managed investment accounts that invest in individual securities on a discretionary basis and provide our clients with the flexibility to restrict the holding of certain securities and tactically utilize gains and losses for tax planning purposes. Our Financial Advisors will leverage Eagle's robust offering of non-proprietary SMA strategies available through third-party money managers to either help custom design a holistic investment portfolio or will utilize individual strategies to address your specific allocation needs.

Our Fiduciary Standard

As financial professionals offering investment advisory services through Eagle Strategies LLC, we have a fiduciary duty to our advisory clients. That means we are required to act in your best interest, disclose conflicts, and put your interests ahead of our own at all times within our advisory relationship. For non-advisory services, we act under a best interest or suitability standard as applicable.

All investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser. All investments involve risk including the potential loss of principal. Investing in an ETF will give the portfolio exposure to the securities comprising the index on which the ETF is based and will expose the portfolio to risks similar to those investing in those securities. ETFs are subject to market price risk. Shares of ETFs are traded on an exchange and will trade at market price, which may be above or below its net asset value (NAV). There is also a liquidity risk in that the trading of an ETF may be halted due to such things as market conditions. The investor will pay brokerage commissions in connection with the purchase of shares of ETFs.

1 We do not provide tax advice.

Strategic Alliances

ALLIANCES FOR YOUR SUCCESS

Proper wealth management is not a solo sport, but a team endeavor with multiple players who all have different skills, abilities and areas of focus. So it is important to make sure that you have the right people on your team to best serve your needs, no matter how simple or complex they may be. With that in mind, we have built our business with the below strategic resources who have great stability, innovation and strength in this industry.

Working Together For Good

We’re in this business because we want to make a positive impact on the lives of others, and that extends beyond our work in the practice. We’re passionate about playing an active role in the community, and we seek to give back with our time and resources in meaningful ways. We believe in the power of working together for good, and we’re proud to support the following organization in their mission: