At the intersection of accounting and financial advisory professions
Rory Henry, Behavioral Financial Advisor (BFA), is the Director at Arrowroot Family Office and Co-Founder of AFO Wealth Management Forward. He has been in the tax and financial advisory profession for 15+ years and has created a program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practice. He also hosts the AFO Wealth Management Forward podcast, featuring interviews with guests from The Wall Street Journal, Forbes, Fortune Magazine, Accounting Today, CPA Trendlines, and nationally recognized accounting and wealth management thought leaders. Rory is an accredited Behavioral Financial Advisor, a methodology that combines traditional finance, psychology, and neuroscience.
Outside work, Rory is an avid sports fan, plays golf, and enjoys performing Improv at comedy theatres throughout Los Angeles.