Broker Check

Alexander Henn

Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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Alex Henn

(315) 425-6320

I have been engaged in the financial services industry since 2002 and, together with the integrity and diversified resources of Equitable Advisors, am fully prepared to accommodate all of your financial planning needs.
The planning process I adhere to is client-oriented in that the concerns and questions of the clients are what drive the vehicles they choose.  It is my job to guide them through the process utilizing the knowledge and resources that I have.
Focused attention, service and commitment to my clients has afforded me the ability to operate my practice mainly on a referral basis.  This allows me to provide my existing clients the level of service and professional advice they deserve.
Having come to the Syracuse area to attend Syracuse University and deciding to make Central New York my permanent home, I have developed a strong sense of community here in the Syracuse area.  My community activities and professional affiliations include:
  • Onondaga Community College Foundation, Board of Directors Emeritus
  • Graduate of Syracuse University
  • FINRA Securities Registrations Series 7, 66, 24
I reside in Manlius, NY with my wife Lauren and daughter Alyssa.
Thank you for visiting my site and I would welcome the opportunity to meet with you.  Send me an e-mail, give me a call, or schedule a no-obligation meeting here on my web site.
CA License #4119176

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning


Asset management


Estate planning strategies

Estate planning

Risk Management


Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.