September 25, 2025

Rory Henry: Why Nontraditional Accountants May Hold the Future of Finance| ARC

29 minutes

Combine technical knowledge with behavioral insights to create holistic client solutions.

Accounting ARC

With Donny Shimamoto

Center for Accounting Transformation

Accountants have long been known as trusted advisors, but a growing movement is redefining what that means. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sat down with Rory Henry, CFP®, BFA™, to discuss how nontraditional accountants are transforming wealth management by embracing a holistic, human-first approach.

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Henry is a director at Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of Holistic Guide to Wealth Management: The Science Behind Integrating Services with The Human Side of Behavioral Financial Advice. His mission is to integrate tax and accounting expertise with behavioral finance and values-based planning to help clients achieve not only financial goals but also personal fulfillment.

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