Rory Henry, CFP®, BFA
Rory Henry, CFP®, BFA

Rory Henry, CFP®, BFA

Rory Henry, a Certified Financial Planner™ and a Behavioral Financial Advisor (BFA), is 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 hosts the AFO Wealth Management Forward podcast, featuring interviews with guests from The Wall Street Journal, Forbes, Fortune, Accounting Today, CPA Trendlines, and nationally recognized accounting and wealth management thought leaders. Outside work, Rory is an avid sports fan, plays golf, and enjoys performing improv at comedy theaters throughout Los Angeles.

Understanding your client's relationship with money Vertical

Understanding your client’s relationship with mon…

Helping clients with healthcare planning Vertical

Helping clients with healthcare planning

An accountant's role in exit planning - Spanish Vertical

La función de un contador en la planificación de la s…

Preparing your clients' children for their inheritance Vertical

Preparing your clients’ children for inheritance

An accountant's role in exit planning Vertical

A tax accountant’s role in exit planning

Measuring your firm's ROR Vertical

Measuring your firm’s ROR

Gen Z wealth - Soft saving & holistic prosperity vertical

Gen Z wealth: Soft saving & holistic prosperity

How to cross sell services between entities vertical

How to cross sell services between entities

Tax pros and the Great Wealth Transfer Opportunity

Large Tax Bills Vertical

How to communicate large tax bills to your clients