user avatar

Mark Henry

Advisor at Virtue Wealth Counsel, LLC

Updated today
Virtue Wealth Counsel, LLC logo

Firm

Virtue Wealth Counsel, LLC

Location

Tyler, TX 75703

Credentials

Series 63, Series 65

Industry experience

27 years

About

Mark Henry is a financial advisor at Virtue Wealth Counsel, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Stewardship Advisory Group and United Planners' Financial Services. Outside of his advisory role, he provides stewardship-based charitable gift planning services to Christian churches through his own business, Stewardship Planned Giving. Virtue Wealth Counsel serves individual clients, including high-net-worth households, offering portfolio management and broader financial planning services. The firm integrates investment management with estate and charitable-planning work, including attorney-affiliated stewardship and nonprofit consulting services offered separately from investment advice.

Client services

Based on Virtue Wealth Counsel, LLC

Financial planning Portfolio management

Expertise

Based on Virtue Wealth Counsel, LLC

Charitable giving & philanthropy

Demographic focus

Based on Virtue Wealth Counsel, LLC

Christian Faith Based

Location

6713 Old Jacksonville Hwy

Tyler, TX 75703

Most active in

Arizona · Texas

Work history

Virtue Wealth Counsel, LLC

2019 - Present (7 years)

East Texas Catholic Foundation

2018 - 2021 (3 years)

Stewardship Advisory Group, LLC

2013 - 2019 (6 years)

Mark Henry d/b/a/ Stewardship Planned Giving

2011 - Present (15 years)

United Planners' Financial Services

2011 - 2019 (8 years)

Independent Insurance — Mark Henry

2011 - 2016 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")