Broker Check


My goal in building this practice has been to utilize a range of trusted partners to offer clients solutions to:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

I also take seriously the job of helping to answer:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

With over 25 years of experience I have helped many people just like you with similar issues and concerns. I take pride in providing a plan of action that you understand and will meet your expectations.


Mark Hendrix, CFP®



I assist individuals who have accumulated assets and are concerned with how to provide for themselves and protect those they love.

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