Mark Henry

Mark Henry

Mark Henry

Founder & CEO

Mark Henry, 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 with Alloy Investment Management, 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. He works in sync with your CPA and estate lawyer to help create a comprehensive legacy plan that provides your loved ones with a tax-efficient inheritance.

Mark Henry is often called “Charlotte’s 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 helping people to live an abundant lifestyle in retirement by focusing on finance, family, friendship, fitness and faith.

Listen to Mark Henry on Living Large Radio.

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 Investment Management by setting principles that guide the company daily.

Mark’s oldest son, Hunter, graduates with a business, and financial planning degree at Liberty University. Hunter is now employed at Alloy Wealth Management, as a Business Development Analyst.

Mark’s daughter, Amy attends Appalachian State University, studying to become a elementary school teacher. She remains very active in their church and goes on mission trips around the world.

Mark’s youngest son, Seth, is an avid car racer. He drives car #44 Pro Late model Alloy Investment Management car. Clients enjoy watching him race at various events around the Southeast.  Seth won numerous races in his breakout year of 2015 and has received several Hard Charger Awards. Seth also competes in cross country and track at his high school in Stanley County.

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Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC - DBA Alloy Investment Management is a state registered investment adviser based in North Carolina and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

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