Michael Henry
Hi, I'm Michael.
I help pre-retirees, business owners, and medical professionals navigate important financial decisions with thoughtful planning and personalized investment guidance. My focus is helping clients understand their options so they can make informed decisions that support their long-term goals.
Whether we're discussing retirement planning, Roth conversion strategies, long-term care planning, or investment management, I believe education is one of the most valuable tools we can provide. I strive to create an environment where clients feel heard, confident, and prepared for whatever comes next.
Huger, SC
"I believe clients make better financial decisions when they understand why a strategy makes sense. My role is to educate, challenge assumptions when necessary, and create a plan that reflects what matters most to each person."
Our Team
Grove Wealth Group is an advisory practice based in Charleston, SC, serving retirees, business owners, widows, and physicians throughout the Lowcountry. The team brings four decades of combined experience in financial planning, investment management, tax-aware strategy, and estate considerations. They work with a deliberately limited number of households, building written, life-first plans in plain language and standing by clients through every season, from career-building years to retirement and beyond.
How can I help?
Retirement Planning
Financial Planning & Analysis
Investment Management
Get to know Michael
Michael Henry is a Wealth Advisor with a decade of experience helping individuals, families, and business owners build thoughtful financial strategies around life's biggest decisions. His practice focuses on comprehensive financial planning, retirement planning, investment management, and long-term care planning.
Michael's path into financial advising began after completing his MBA. Inspired by a close friend already in the profession, he realized he could combine his passion for helping people with his interest in financial planning. That career change allowed him to continue doing what he enjoys most: caring for others by helping them prepare for the future.
Today, Michael works closely with pre-retirees, business owners, and physicians to create personalized financial plans tailored to each client's goals. He believes education plays an important role in the planning process, helping clients better understand their options so they can make informed decisions with confidence.
Michael holds the Certified in Long-Term Care (CLTC) designation. He earned a Bachelor's degree from Liberty University's Helms School of Government before completing his Master of Business Administration.
Outside of his work with clients, Michael enjoys building lasting relationships and celebrating life's milestones alongside the families he serves.
After completing my MBA, I was considering a career change when a close friend who worked as a financial advisor introduced me to the profession. I realized it offered an opportunity to continue taking care of people while helping them make thoughtful financial decisions. That combination of service and problem-solving made it a natural fit for me.
My work centers around comprehensive financial planning, investment management, behavioral coaching, retirement planning, and financial education. I also focus on helping clients understand long-term care planning and how it fits into their overall financial picture.
I primarily work with pre-retirees, business owners, and physicians. Many of my clients are preparing for retirement or balancing multiple financial priorities while growing their careers or businesses. I enjoy helping them organize their financial lives and prepare for the future.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I frequently help clients develop retirement income strategies, investment management plans, Roth conversion strategies, and long-term care planning. Every recommendation begins with understanding a client's goals and building a plan that fits their circumstances.
I believe one of the most valuable things I can offer is education. Sometimes the right financial decision isn't the most comfortable one at first because it requires understanding something new. I take the time to explain the reasoning behind recommendations while making sure clients feel heard throughout the process.
My favorite moment is when clients can finally exhale, knowing there's a thoughtful plan in place and seeing that plan come together over time. Watching people gain confidence in their financial future is incredibly rewarding.
I appreciate Savvy's collaborative culture, open communication, and commitment to continuous growth. The technology and resources allow me to provide a more personalized experience while staying focused on what matters most: helping clients navigate their financial lives with clarity and confidence.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Michael Henry is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Grove Wealth Group is an independent marketing brand name used by Michael Henry for advertising and marketing purposes only. All advisory services are offered through Savvy Advisors. Savvy Wealth Inc. is the parent company of Savvy Advisors and operates as a technology company. This website may include information about both Savvy Wealth Inc. and Savvy Advisors. Savvy Advisors is an SEC registered investment adviser. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Diversification does not guarantee a profit or protect against loss. For information about Savvy, visit our website: www.SavvyWealth.com. For more information about Savvy’s investment advisory business, please see our Form ADV and Form CRS.
