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.