Mark Henry

A Certified Estate Planner (CEP) with more than 30 years of experience helping clients navigate the complexities of retirement planning, Mark Henry is the founder and CEO of Alloy Wealth. He founded the North Carolina-based financial advisory firm in 2011 with a focus on creating holistic long-term plans for clients that address market risk, rising healthcare costs, inflation, and taxation. Mark Henry cares about more than just achieving good returns—he aims to help his clients "Live Large" in retirement.

Mark Henry and his team of advisors at Alloy Wealth craft detailed and personalized written financial plans for each client. The firm offers a free investment risk assessment and starts each plan by asking clients, "What are you trying to do?" As an independent advisor, Alloy Wealth can provide access to a wide range of solutions to optimize individual retirement plans while addressing estate conservation issues, retirement distribution strategies, life insurance plans, and college savings. Alloy Wealth is an Ed Slott Advisor and was named to Charlotte's Best and Brightest Companies to Work for in 2022.

"Living Large" is more than just a retirement planning philosophy; it's also a brand. Mark Henry regularly speaks at conferences and seminars and offers coaching services to advisors through his Living Large Retirement business. He is also the owner of Living Large Productions, through which he hosts a financial education TV show and live weekend radio show. On these platforms, he speaks about the latest financial news, shares commonsense financial planning strategies, and speaks about his mission of helping people achieve an abundant lifestyle in retirement, with emphasis on finance, family, friendship, fitness, and faith.

In addition to his own programs, Mark Henry has been a guest on local networks like WBTV and Fox 46 WJZY. Alloy Wealth has also been highlighted in major publications and online platforms like Investment News, The Boston Globe, U.S. News & World Report, and Yahoo! Finance.