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Myles McHenry

In by Mission Wealth

Myles McHenry, Senior Wealth Advisor Associate

Myles McHenry

CFP®, CEPA®, CRPC®

Senior Wealth Advisor Associate

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"I find the greatest joy in helping clients truly understand their finances and helping them have a peace of mind about them. Through every interaction, my goal is to leave each client with a feeling of confidence and peace of mind."

As a Senior Wealth Advisor Associate at Mission Wealth, Myles McHenry works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Myles delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Myles leverages his expertise to provide clients with tailored advice and guidance.

Learn About Myles McHenry

Professional Background

Myles began his career in 2013 in the banking industry shortly after having graduated from Lamar University with his Bachelors Degree in Corporate Communication. In 2015, Myles moved to Dallas, TX in order to work with a firm that specialized in retirement benefits for non-profit organizations. While financial planning had been Myles’ passion from early on, he had a unique opportunity and decided to join a small oil company, as well as start an additional oil operating company, with a colleague of his in 2017. Myles credits this nearly 4 year journey in business as one of the biggest growth stages in his career, and he would tell you that his experience in the business world felt a lot like getting a “real-life MBA” of sorts. In early 2021, Myles left the oil business, as he was feeling called back to the financial planning field. Having been out of the industry for so long, Myles began to re-acquire some of the necessary licenses required for Financial Advisors. Myles began tutoring for FINRA & NASAA exams during this time, focusing on helping career changers and new college graduates enter the Financial Advisory business. In addition, Myles has passed the CFP® and CEPA® exams. Myles looks forward to continuing to serve clients and building strong relationships throughout his career.

Personal Pursuits

Myles enjoys serving as a greeting host at his church, Shoreline City. He is active in co-ed sand volleyball, loves to ride his bike around White Rock Lake trails, and enjoys spending time with his English Bulldog, Emelia.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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