HELPING CLIENTS NAVIGATE THEIR FINANCES SINCE 1989

Our Mission

Enhance financial prosperity and ease the burden of wealth management, with the ultimate goal of increasing quality of life.

We seek to accomplish this by adhering to the following commitments:
  • The best interest of our clients comes first. Every. Single. Time.
  • Our Financial Advisors remain at the forefront of the industry in knowledge, education, certification, and registrations.
  • Each member of our team is friendly, resourceful, efficient, has a positive attitude, and aims to exceed client expectations.
  • Our client service is unparalleled. There is no greater investment we can make than investing in our relationships with our clients.

About Katterhenry Investment Group

Katterhenry Investment Group was founded in 1989, and is as strong as ever with the ability to offer you seven advisors “under one roof”.

All seven of our advisors are fully equipped with Series 7 and 63/65 securities registrations and life insurance licenses. We also have two CFP® professionals, a Registered Principal, two Chartered Retirement Planning CounselorSM, a Chartered Mutual Fund CounselorsSM, and a Master of Science Degree in Financial Planning within our ranks. It is rare, indeed, to find over a hundred years of combined industry experience and that high level of certification and education within one team. We help clients manage more than $738 million in assets, as of January 31, 2022, with five locations for your convenience. Each of us brings a distinct set of experience and skills to the mix, coming together complimentarily to create an incredibly effective team.

Retirement planning is the heart of our business. We work with multiple generations to facilitate wealth accumulation, retirement income, wealth preservation, and wealth transfer. With unwavering disciplined commitment to our core investment management practices and beliefs, we endeavor to grow client assets during favorable market conditions, as well as preserve their wealth during rough times in the financial markets.