Welcome to The Henry Fiduciary Group
At The Henry Fiduciary Group, we make complex financial responsibilities simple. Backed by 20+ years in banking, investments, lending, and business management, our California-licensed team specializes in trust, estate, probate, and guardianship services. With us, you gain peace of mind knowing your financial future is managed with expertise, care, and integrity.
Features
Comprehensive Fiduciary Services
We make life’s toughest financial responsibilities simpler. From trusts and estates to guardianships, our experienced team provides guidance you can rely on-every step of the way.
20+ Years of Trusted Expertise
Our team combines decades of experience in banking, investments, and business management to deliver service you can trust—focused on your financial security and success.
Personalized Strategies
Every client is unique. We tailor our approach to fit your needs, creating strategies that bring peace of mind while we handle your fiduciary responsibilities.
Transparent Communication
We keep you informed with regular updates and straightforward explanations-so you’re always confident in every decision made on your behalf.
About The Henry Fiduciary Group
At The Henry Fiduciary Group, we are dedicated to providing exceptional fiduciary services tailored to meet the unique needs of our clients. With over 20 years of experience in banking, investments, mortgage lending, and business management, our team is well-equipped to navigate the complexities of trust, estate, probate, and guardianship assignments. We pride ourselves on delivering the highest level of service, ensuring our clients feel secure and empowered in their financial journeys. Our commitment to professionalism and integrity sets us apart as a trusted partner in achieving financial success.
Ryan brings over 20 years of banking and leadership experience to his role as a licensed fiduciary. After earning his B.S. and M.B.A. at SDSU, he managed branches at Wells Fargo, Chase, and Union Bank before joining U.S. Bank in 2020, where he led PPP loan teams during the pandemic and later worked in mortgages and project management. In 2024, he transitioned to fiduciary services, helping clients navigate trusts, estates, and guardianships with expertise and care.
Meet Our Team
Ryan Henry, M.B.A.
Ryan Henry, M.B.A. - Senior Fiduciary Advisor
Johnny Carter
Estate Planning Specialist
Lisa Brown
Trust Administration Manager
Kimberly Baker
Client Relations Director
Frequently Asked Questions
What Is a Fiduciary?
A fiduciary is a licensed professional who manages someone’s personal, financial, or healthcare affairs. Families often turn to a fiduciary when a loved one can’t handle finances, an estate needs a trustee or executor, or when neutral guidance helps reduce conflict.
What type of fiduciary services do you offer?
We offer licensed fiduciary services that include trustee and estate administration, guardianship support, financial management, and personal decision-making. Whether it’s managing a trust, overseeing daily finances, or providing guidance in sensitive situations, our goal is to serve with integrity, compassion, and professionalism.
What qualifications does your team have?
Our team has over 20 years of experience in banking, investments, mortgage lending, and business management. We are licensed by the state of California and are committed to providing the highest level of service to our clients.
How do I get started with your services?
Getting started is easy! Simply contact us through our website or give us a call. We will schedule a consultation to discuss your needs and how we can assist you in your fiduciary matters.
Let's talk!
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