Mark Herman CFP®, MBA

Partner and Senior Wealth Advisor

Based in Austin, Mark helps retirees, military families, executives, self-employed professionals, and medical professionals coordinate investments, estate planning, and long-term financial goals

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Mark Typically Helps

Pre-retirees and retirees, military veterans and retired service members, executives with complex compensation, self-employed professionals, physicians and other medical professionals, families focused on estate and legacy planning.

Serving Clients in

Austin • Dallas • Houston • New Orleans • Minneapolis • Fargo • Communities throughout Texas, Louisiana, Minnesota, and North Dakota

Available nationwide through virtual meetings

Questions Mark Helps Answer

How can I prepare for retirement?
How should executive compensation fit into my financial plan?
What planning matters most for self-employed and medical professionals?
How can I align estate planning with family values and legacy goals?
How can I coordinate decisions with attorneys, tax professionals, and specialists?

Betty B.

07/22/2026

These folks are awesome and have helped us so much.

Tim B.

06/30/2026

My wife and I have worked closely with Mark for a little over a year. During this time he has proven his value to us as an extremely competent and committed advisor. There have been multiple occasions where he has advised and helped guide us in matters relating to our portfolio and decisions, many about which we were not informed. We have exchanged multiple emails, texts, Zoom calls and personal visits. We are extremely grateful and appreciative for all his superb guidance and anticipate many more years of our partnership.

Richard H.

05/28/2026

Mark Herman has been great to deal with. He has done a fantastic job managing our finances but has also given us great guidance in many other areas such as estate planning, 529 setup, effective tax strategies etc. I highly recommend MW and Mark.

Terri C.

05/27/2026

Everytime I need something or have a question or concern Mark Herman is right on it and I appreciate that in this day and age. Love working with him.

Don M.

01/15/2026

Mark Herman does a great job recommending strategies to help grow and protect our retirement savings! I highly recommend Mark to help guide you through the financial maze.

Laura B.

09/26/2025

I appreciate Mark’s professionalism as well as kindness. Provides peace of mind regarding my financial situation.

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

Mark Herman is a highly experienced Senior Wealth Advisor at Mission Wealth, providing comprehensive financial planning services to clients in Austin, Dallas, Houston, and surrounding Texas regions. With a strong commitment to helping clients achieve their financial goals and realize their dreams, Mark takes a personalized approach to financial planning tailored to each client’s unique needs and preferences.
Mark specializes in delivering a range of financial planning services, including asset management, tax planning, and investment advisory services. By taking a holistic approach to financial planning, Mark provides his clients with the guidance and support they need to make informed decisions and achieve their financial objectives.
In 2026, Mark joined the Mission Wealth Partner group.

I find it truly exhilarating to dive deep into each of my client's unique financial situation and goals, and collaborate with them to create a customized plan to help them achieve their dreams. Building strong relationships is key to success in this industry, and I am committed to making a positive impact in my client's lives.

—Mark Herman, Partner and Senior Wealth Advisor

Mark’s Frequently Asked Questions

What should I expect when I begin working with Mark as my financial advisor?

Clients can expect proactive and personal guidance across the different areas of their financial lives. Mark listens carefully, develops recommendations around each client’s priorities, and helps move important planning decisions forward. When a situation requires additional expertise, he identifies and coordinates with the appropriate resource within Mission Wealth or through the client’s outside professional team.

Will I work directly with Mark, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Mark if I live outside Austin or my situation is not listed above?

Professional Background

Mark Herman is a veteran and former Blackhawk helicopter pilot in the U.S. Army. Following his service, he earned an MBA from Texas A&M University and completed the CFP® curriculum, inspired by his father’s lengthy career in financial services. Mark left his corporate role at Dell to work for a small wealth management firm in Austin before joining Mission Wealth. “I’m grateful for my many years of financial planning experience and thrilled to have landed at Mission Wealth, where I have the resources and ability to provide the best possible service to my clients,” said Mark.

Mark’s impressive educational background includes a Bachelor of Science from the United States Military Academy at West Point and an MBA from Mays Business School at Texas A&M University. In addition, he completed the Financial Planning Certificate Program at the University of Texas, Austin and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2016.

Personal Pursuits

Mark keeps himself busy with his wife and two young kids, who have diverse interests and activities throughout the Austin area. He has developed a newfound passion for coaching youth sports, specifically soccer and hockey, for his son’s teams. In his spare time, Mark and his family love to explore Austin’s beautiful outdoor spaces by hiking and biking on its many trails, as well as visiting national parks. After a 20-year hiatus, Mark has also started playing in an adult hockey league.

Community Impact

Despite his busy family life, Mark continues to serve as a Lieutenant Colonel in the Army Reserves, where he works as an instructor for the Command and General Staff College. Additionally, Mark actively volunteers his financial planning expertise for Homes For Our Troops, a nonprofit organization that builds and adapts homes for severely injured veterans, and he serves on the board of the Austin Financial Planning Association.