“My passion is helping my clients find financial freedom and independence through establishing clear goals and financial discipline.”
Bryn and his wife, Sarah, live in Lewisville, Texas, with their three children. In his free time, he enjoys spending quality time with his family. He is also an active member of his church. On the weekends, you will find him attending his children’s various events, and you might occasionally catch him on the golf course with his wife and/or children.
Bryn helps clients identify where they are and what they want to accomplish, and then provides comprehensive strategies to help them realistically and efficiently achieve their financial goals. His clients include individuals, business owners, and key executives for whom he helps develop customized planning. This is accomplished by using a broad range of planning strategies that incorporate innovative solutions for both investment and retirement goals, as well as legacy and estate planning.
Prior to entering the financial services sector nearly two decades ago, Bryn spent 10 years in various management roles in a variety of business sectors. His professional experiences give him a unique perspective on the bottom line, in addition to being able to see the viewpoints of the business owner, the executive, and the employees. Bryn is an Accredited Investment Fiduciary® (AIF® ) designee and a graduate of the University of Texas in Austin, holding a BBA in finance and marketing. Additionally, Bryn holds FINRA Series 7, 24, and 66 securities registrations with Commonwealth Financial Network®.
Awards
Bryn is a multi-year Five Star Wealth Manager recipient. Five Star Wealth Managers are selected by their peers as satisfying objective eligibility and evaluation criteria associated with providing quality services to clients in the market region.
2014-2021 Five Star Wealth Manager Award, created by Five Star Professional. The 2021 award was presented in July 2022 based on data gathered within 12 months preceding the issue date. 4,093 advisors were considered, 330 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Bryn Henry is proud to have been recognized as a President’s Club advisor for 2023—a distinction based on annual production that places him among the top 11 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Advisors who have earned the Accredited Investment Fiduciary designation are able to demonstrate that they are interested in, and working towards, the best interests of their clients. In order to use the AIF designation, Bryn had to receive training, met certain qualifications, and pass the AIF exam. The AIF designation, coupled with the knowledge and processes taught in the course, is one of many ways Bryn is able to bring added value to prospective and existing clients.