Rory Henry

Rory Henry

Status

Active

Name

Real Name

Rory Henry

Aliases

Ror

Credentials

Certified Financial Planner (CFP)
Behavioral Financial Advisor (BFA)

Certifications

Occupation

Education

College for Financial Planning
University of California, Los Angeles

Demographic Identifiers

Heterosexual or straight
Hispanic
Latino
Male
Single

Skills and Powers

Language(s)

English

Power(s)

Relationship Management and Development

Preferred Toolkit

Tech

Technique

Image

“There is no innovation and creativity without failure. Period.”

 - Brené Brown

Biography

Rory Henry isn’t your typical financial planner—he’s a Certified Financial Planner™ and Behavioral Financial Advisor (BFA™) who’s shaking up the world of money and mindset. As director at Arrowroot Family Office and co-founder of AFO Wealth Management Forward, Rory helps people (and their accountants!) think differently about wealth—not just dollars, but relationships, goals, and life itself.

He created something called AdvisROR® (Return on Relationships), a fresh way to look at financial success beyond spreadsheets. With nearly 20 YEARS IN THE GAME, Rory’s built programs that help accounting pros LEVEL UP by adding holistic wealth planning to their toolkit.

He is also the author of Holistic Guide to Wealth Management, a book featuring insights from over 24 experts in finance, accounting, and behavioral science. His podcast, AFO Wealth Management Forward, showcases conversations with INDUSTRY LEADERS on topics including money, technology, and the future of financial advice.

His work has been featured in places like Accounting Today, CPA Trendlines, Intuit Tax Pro Connect, and Financial Advisor Magazine.

Off the clock? Rory’s all about sports, golf, and cracking jokes on stage at comedy theaters around LA. Finance plus improv might sound wild—but somehow, he makes it work.

Quick Answers

1. Fast Facts

  • Rory studied history in college, where he discovered a love for storytelling—a passion he continues today through his interest in Roman and American history.

  • He’s creating a TV show that shows the real people and stories behind money—not just boring numbers.

  • Rory’s signature concept is called “AdviseROAR”—it’s all about the power of relationships, not just money. And no, it’s not named after him (even though it sounds like it).

2. Agent Profile