Who We Are

A Firm Built on Walking A Mile in Others’ Shoes

Hendrickson Team

Hendrickson Advisory Group was established in 1996, when our founder, Chuck Hendrickson, realized that the right way to do business in this industry was as a fee-only Registered Investment Advisor. Integrity and respect have been the guiding principles of the firm since day one.

The firm began by managing investments and planning needs of business owners, many of whom have remained loyal to this day and are now retirees. We care tremendously about our clients and strive to express that through the work we do. We look forward to expanding our clientele to an emerging demographic of millennials and younger business owners.

Schedule a Time to Meet With Us

Chuck Hendrickson, ChFC, CLU

FOUNDER

As the founder of the Hendrickson Advisory Group, Chuck is responsible for much of the innovation behind our team’s strategies and service-oriented approach. With over 45 years of experience in the financial services industry, he enjoys helping individuals and families reach their financial potential and understand what wealth means to them.

Chuck believes in the strength of financial independence and is an advocate of the client-focused problem-solving that is required to meet each client’s unique financial needs.

A graduate of Ohio State University, Chuck studied business and marketing, and is passionate about continued learning through reading and conducting research in the financial field. He offers guidance and advice to his clients as a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). Additionally, as a Registered Investment Advisory, Chuck holds a Series 65 license.

Chuck serves as a member of the Worthington Estate Planning Group, American Mensa and the Ohio State University Golf Club. Above all else, Chuck enthusiastically spends time with his grandchildren and can also be found on the driving range every once in awhile.

Charlie Hendrickson, CFA, CFP®

President, Financial Planner and Investment Advisor

Charlie plays an integral role among the Hendrickson Advisory team, is a Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP®). He is the primary contact in our client onboarding process and assists in the execution of our financial strategies. Working hard behind the scenes to deliver an exemplary client experience is what Charlie does best and he looks forward to interacting with clientele on a regular basis.

With a passion to elevate the standard of financial advice offered to make a difference in clients’ lives, Charlie’s goal is to help accumulating professionals and business owners make the most of their wealth. He is able to take something complex and find a solution to help clients take measurable steps toward financial independence.

A graduate of Miami University, Charlie has experience working for firms including Capital Group and Hamilton Capital Management, but nothing compares to the satisfaction he receives from his work with Hendrickson Advisory.

Charlie enjoys spending time with his wife and their toddler, William, and in their time together, they enjoy traveling, cooking and making lasting memories. With any spare time left, Charlie can be found playing golf with his friends locally.

Marian Leuby

VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER

Marian brings over two decades of experience in the financial industry to our clients. She holds FINRA Series 65 and Life & Health Insurance licenses. As a previous Portfolio Assistant/Trader for a variety of well-known firms, she is proud to have gained such extensive experience, providing mentorship and training along the way.

Working hard to provide the very best for our clients is what Marian is known for. She is the ground layer of administration for the firm and it is her friendly voice and warm smile that clients first encounter when contacting Hendrickson Advisory. In fact, many of our clients have known and worked with her for a number of years.

Marian’s goal has always been to help people and she enjoys being part of a team that works together on behalf of their clients.

Marian lives in New Albany with her husband and they are parents of seven grown children of whom they are incredibly proud. She enjoys spending time with her loved ones, traveling and exploring new places. You can find Marian working out regularly and walking for exercise, as she knows how important it is to remain healthy and active.

Meet the Team