Finance Transformation

Rory Henry is the Director at Arrowroot Family Office, specializing in holistic wealth management for business owners, high-net-worth individuals, and families. He is a Certified Financial Planner™ professional and Behavioral Financial Advisor™, and the author of Holistic Guide to Wealth Management. Rory is a frequent speaker and educator on integrating financial psychology and behavioral finance into advisory practices.

Rob Santos is the CEO of Arrowroot Family Office and Arrowroot Advisors, and serves as Chief Compliance Officer. He brings extensive experience in investment advisory compliance, RIA operations, and holistic client service delivery.

Rory Henry is the Director at Arrowroot Family Office, specializing in holistic wealth management for business owners, high-net-worth individuals, and families. He is a Certified Financial Planner™ professional and Behavioral Financial Advisor™, and the author of Holistic Guide to Wealth Management. Rory is a frequent speaker and educator on integrating financial psychology and behavioral finance into advisory practices.

Rob Santos is the CEO of Arrowroot Family Office and Arrowroot Advisors, and serves as Chief Compliance Officer. He brings extensive experience in investment advisory compliance, RIA operations, and holistic client service delivery.

Rory Henry is the Director at Arrowroot Family Office, specializing in holistic wealth management for business owners, high-net-worth individuals, and families. He is a Certified Financial Planner™ professional and Behavioral Financial Advisor™, and the author of Holistic Guide to Wealth Management. Rory is a frequent speaker and educator on integrating financial psychology and behavioral finance into advisory practices.

Rob Santos is the CEO of Arrowroot Family Office and Arrowroot Advisors, and serves as Chief Compliance Officer. He brings extensive experience in investment advisory compliance, RIA operations, and holistic client service delivery.

Rory Henry is the Director at Arrowroot Family Office, specializing in holistic wealth management for business owners, high-net-worth individuals, and families. He is a Certified Financial Planner™ professional and Behavioral Financial Advisor™, and the author of Holistic Guide to Wealth Management. Rory is a frequent speaker and educator on integrating financial psychology and behavioral finance into advisory practices.

Rob Santos is the CEO of Arrowroot Family Office and Arrowroot Advisors, and serves as Chief Compliance Officer. He brings extensive experience in investment advisory compliance, RIA operations, and holistic client service delivery.

Rory Henry is the Director at Arrowroot Family Office, specializing in holistic wealth management for business owners, high-net-worth individuals, and families. He is a Certified Financial Planner™ professional and Behavioral Financial Advisor™, and the author of Holistic Guide to Wealth Management. Rory is a frequent speaker and educator on integrating financial psychology and behavioral finance into advisory practices.

Rob Santos is the CEO of Arrowroot Family Office and Arrowroot Advisors, and serves as Chief Compliance Officer. He brings extensive experience in investment advisory compliance, RIA operations, and holistic client service delivery.

Rory Henry is the Director at Arrowroot Family Office, specializing in holistic wealth management for business owners, high-net-worth individuals, and families. He is a Certified Financial Planner™ professional and Behavioral Financial Advisor™, and the author of Holistic Guide to Wealth Management. Rory is a frequent speaker and educator on integrating financial psychology and behavioral finance into advisory practices.

Rob Santos is the CEO of Arrowroot Family Office and Arrowroot Advisors, and serves as Chief Compliance Officer. He brings extensive experience in investment advisory compliance, RIA operations, and holistic client service delivery.

Rory Henry is the Director at Arrowroot Family Office, specializing in holistic wealth management for business owners, high-net-worth individuals, and families. He is a Certified Financial Planner™ professional and Behavioral Financial Advisor™, and the author of Holistic Guide to Wealth Management. Rory is a frequent speaker and educator on integrating financial psychology and behavioral finance into advisory practices.

Rob Santos is the CEO of Arrowroot Family Office and Arrowroot Advisors, and serves as Chief Compliance Officer. He brings extensive experience in investment advisory compliance, RIA operations, and holistic client service delivery.