Mark Henry, CEP
Founder & CEO
Mark Henry, CEP (Certified Estate Planner), has more than 30 years of experience in business and finance. Mark believes in living a life built on serving others. He says, “If you help others get what they want first, you will get more of what you are looking for.”
Mark has had the opportunity to teach people of all ages and walks of life strategies to help protect, preserve, and grow their retirement income and reduce their tax obligations.
In addition to being the founder of Alloy Wealth Management, Mark Henry is an Investment Advisor Representative (IAR) with Retirement Wealth Advisors, which allows him to expand his investment management services for clients. He provides a wide range of products to his clients to help meet their retirement and investment needs. Mark is also a Certified Estate Planner (CEP). This certification allows him to work in sync with your CPA and estate lawyer to create a comprehensive legacy plan that provides your loved ones with the most tax-efficient inheritance.
Mark Henry is often called “Charlotte’s Premier Wealth Coach” on the radio where he hosts a program on “Living Large Radio.” Mark says that “Retirement Is More than Just Finance,” and he hosts a show on WBT News Talk 1110 AM/99.3 FM about it. On his radio show, Mark Henry talks about his secrets to living an abundant lifestyle in retirement by focusing on finance, family, friendship, fitness and faith.
Mark is an active member of Ridge Church in Charlotte, North Carolina, where he is a group leader. His strong Christian beliefs have helped shape Alloy Wealth Management by setting principles that guide the company daily.
Mark’s oldest son, Hunter, is studying business and financial planning at Liberty University. Hunter has been involved in several mission trips and competes in Spartan Races.
Mark’s daughter, Amy, is in the ninth grade and runs for her school’s varsity cross-country team. She is very active in their church and leads a small group of fourth-grade girls.
Mark’s youngest son, Seth, is an avid car racer. He drives car #44 — the bright pink Alloy Wealth Management car — to support breast cancer research. Clients enjoy watching him race at various events around the Southeast, including The Allison Legacy Race Series and the INEX Legends Car race series. Seth won numerous races in his breakout year of 2015 and has received several Hard Charger Awards.