Sam's List Community: 8 Finance Pros for HENRYs

Sam's List Community: 8 Finance Pros for HENRYs

A HENRY is a high earner, not rich yet: someone with a strong income whose savings, equity and plans are still being built. If you are looking for finance pros for HENRYs, eight of the firms in the Sam's List community that list HENRYs (High Earners, Not Rich Yet) as a specialty are: Alex Jankowski, CPA, CFP®, Behavioral Health CFOs, Concert Financial Planning, Coyle, Drew Feldman, APMA®, Tomkiewicz Wealth Management, True Wealth Group and Zhubrak Clark and Wasser CPAs and Advisors.

Every firm here is part of the Sam's List community. Listing on Sam's List is free, and so is a place in this roundup; no firm paid to be included. Some firms pay to be featured elsewhere on Sam's List, which has no bearing on this post.

Sam's List compiled this roundup; no regulator reviewed or approved it. It lists the firms in alphabetical order, does not rank them, and says nothing about investment performance, returns or fees. Before hiring an advisor, check their registration and any disciplinary history at adviserinfo.sec.gov or brokercheck.finra.org.

How to Choose Finance Pros for HENRYs

A high income brings its own questions: how much tax to plan around, what to do with equity or a bonus, and how to save for a house, a family and retirement all at once. The right firm depends on which of those you want help with and who will do the work.

Start with the kind of firm. A CPA or accountant prepares returns and plans around them. A financial advisor builds a plan and may manage investments. A fractional CFO works on a company's numbers. Ask which of these the firm does itself and which it refers elsewhere.

Then ask how the firm is paid and get the answer in writing before you sign. If it is a financial advisor, check its registration and any disciplinary history at the sites named above, and ask to see its Form ADV if it is registered. Registration does not imply a certain level of skill or training.

The limitation: a specialty on a profile is the firm's own statement of focus, not a record of results, and a review is one client's experience. Ask for a reference from someone whose income and life look like yours.

The firms

The firms are in alphabetical order. The order is not a ranking.

Alex Jankowski, CPA, CFP®

Alex Jankowski, CPA, CFP® serves clients nationwide. It describes itself as a CPA and CERTIFIED FINANCIAL PLANNER based in Pennsylvania that provides tax preparation, tax advisory and financial planning. Its profile lists Business Executives, Business Owners/Entrepreneurs and HENRYs (High Earners, Not Rich Yet) as specialties.

It has 3 reviews on its Sam's List profile as of October 26, 2026, with an average rating of 5.0. Three reviews are a very small sample, and a review is one client's experience, not an endorsement by Sam's List. Because one firm may handle both taxes and planning, ask how the two pieces are kept separate and who reviews each.

Behavioral Health CFOs

Behavioral Health CFOs serves clients nationwide and is listed under fractional CFOs. It describes itself as a fractional CFO firm that serves behavioral health clients. Its profile lists Growing Companies ($1M to $10M), HENRYs (High Earners, Not Rich Yet) and High Net Worth Individuals as specialties.

Behavioral Health CFOs does not yet have enough reviews on its Sam's List profile for us to cite a count. Its focus is a single field, so a reader outside behavioral health should ask whether the work carries over.

Concert Financial Planning

Concert Financial Planning serves clients nationwide. It describes itself as offering financial advice for BigLaw attorneys. Its profile lists Pre-Retirees (5-10 years out), HENRYs (High Earners, Not Rich Yet) and Young Professionals as specialties.

Concert does not yet have enough reviews on Sam's List for us to cite a count. The tagline names one profession, so someone in a different line of work should ask how the firm adapts its approach.

Coyle

Coyle serves clients nationwide and is listed under accountants. It describes itself as a mini-CFO and bookkeeper for attorneys and a tax pro for all. Its profile lists SMB Owners, Solopreneurs and HENRYs (High Earners, Not Rich Yet) as specialties.

Coyle does not yet have enough reviews on its Sam's List profile for us to cite a count. The description covers bookkeeping, finance and tax, so ask which of those the firm would handle for you and who does the work.

Drew Feldman, APMA®

Drew Feldman, APMA® serves clients nationwide. It describes itself as working with creative professionals, using a tax-aware approach to investing and planning. Its profile lists Athletes & Entertainers, HENRYs (High Earners, Not Rich Yet) and Young Professionals as specialties.

Drew Feldman does not yet have enough reviews on its Sam's List profile for us to cite a count. Its focus is creative professionals, so a reader in another field should ask how the firm works with them, and what a client receives in the first year.

Tomkiewicz Wealth Management

Tomkiewicz Wealth Management serves clients nationwide. It describes itself as giving advice in plain English. Its profile lists Pre-Retirees (5-10 years out), Retirees and HENRYs (High Earners, Not Rich Yet) as specialties.

Tomkiewicz does not yet have enough reviews on Sam's List for us to cite a count. The tagline is a single line and does not say what the advice covers, so ask for the scope in writing.

True Wealth Group

True Wealth Group serves clients in California, Montana, Oregon and Washington. It describes itself as an independent fiduciary team that builds a plan and invests with intention. Its profile lists Business Owners/Entrepreneurs, Equity Compensation and HENRYs (High Earners, Not Rich Yet) as specialties.

True Wealth does not yet have enough reviews on its Sam's List profile for us to cite a count. Fiduciary status is the firm's own statement here, so confirm its registration on the regulator sites above and ask for its Form ADV. A reader outside the four states it names should check that it can work with them.

Zhubrak Clark and Wasser CPAs and Advisors

Zhubrak Clark and Wasser CPAs and Advisors serves clients nationwide and is listed under fractional CFOs. It describes itself as a firm of three partners who work in accounting and tax, serving real estate GPs, growing commercial businesses and solopreneurs. Its profile lists Growing Companies ($1M to $10M), HENRYs (High Earners, Not Rich Yet) and High Net Worth Individuals as specialties.

The firm has 11 reviews on its Sam's List profile as of October 26, 2026, with an average rating of 5.0. One reviewer, Rivky N., wrote: "Communicates clearly, responds promptly, and is highly knowledgeable". A review is one client's experience, not an endorsement by Sam's List, and the firm's stated focus is real estate and business clients, so an individual should ask how it handles personal returns.

Questions to Ask Finance Pros for HENRYs

Take the same questions into every first call, because answers are easier to compare than pitches. What will you deliver in the first 90 days? Who does the work, and who reviews it? How are you paid, and what is not covered? How do you handle equity pay, bonuses and estimated taxes? How do you coordinate with my CPA and my attorney? What happens to the plan if my income or job changes? Can I see your registration and your Form ADV?

The limitation: answers describe a plan, not an outcome, and no firm can promise how a plan will turn out.

Frequently Asked Questions

Who counts as high earners not rich yet?

HENRY is shorthand for high earners, not rich yet: people with a strong income whose savings and net worth are still being built. There is no official cutoff. Each firm lists the specialty on its own profile, so ask a firm how it defines the group.

What are the questions to ask a HENRY's advisor?

Ask what is delivered in the first 90 days, who does the work, how the firm is paid, what the fee excludes, how it handles equity pay and taxes, how it works with your CPA, and whether it is registered. Compare the answers across two or three firms.

Did these firms pay to be in this article?

No. Listing on Sam's List is free, and so is a place in this roundup. Some firms pay to be featured elsewhere on Sam's List; that has no effect on who appears here or in what order.

You can browse the Sam's List directory for more finance pros, and write a review if you have worked with one of these firms.

How we put this together

The pool. The pool is the firms in the Sam's List community, not every firm on Sam's List and not every finance professional who works with high earners.

How the group was chosen. Each firm here has a Sam's List profile that lists HENRYs (High Earners, Not Rich Yet) as a specialty. These are the eight community firms that list it.

How it is ordered. The firms are in alphabetical order. It is not a ranking, and no firm is recommended over another.

Where the facts come from. Every fact about a firm comes from its Sam's List profile as read on October 26, 2026. Taglines are the firms' own words, and we have not verified them. Profiles can change.

What review counts mean. A count shows how many people wrote a review. It does not measure the quality of the work. Where a firm has fewer than two reviews, we give no count and no rating. Read more in the reviews disclosure.

What payment does and does not buy. Listing on Sam's List is free, and so is a place in this roundup. No firm paid to be included. Some firms pay to be featured elsewhere on Sam's List, which has no bearing on this post.

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About the author: Kimberly Green is the cofounder of Sam's List, where business owners and high earners find vetted CPAs, financial advisors, and fractional CFOs. She's met one-on-one with 400+ financial professionals and writes from the real data behind thousands of client-advisor matches. Ask her anything about finding an accountant - she's heard it all, including the questions people are afraid to ask.