Eric Flynn, chief wealth officer at Aprio Wealth Management.
The Atlanta-based RIA’s latest hire is stepping into the newly created C-level position from Compound Planning, where he served for just over a year.
Aprio Wealth Management has named Eric Flynn as its new chief wealth officer, marking a strategic move by the Atlanta-based RIA to accelerate its growth and further integrate its advisory platform.
At Aprio, Flynn steps into a newly created position designed to advance the firm’s strategic vision and deepen the integration of its wealth advisory platform.
Flynn is joining Aprio just over a year after joining digital family office Compound Planning as head of wealth management. During his tenure, he led a team of more than 50 professionals and contributed to the firm more than doubling in size.
Flynn’s experience also includes senior leadership roles at a top 25 accounting firm, where he built and scaled advisory teams focused on delivering integrated wealth consulting and strategic alliances. His background, spanning over two decades, centers on aligning advisory teams and technology to deliver personalized solutions for clients.
The firm, ranked as the 24th largest business advisory and accounting firm in the US, is rolling out a new client service model under Flynn’s leadership. Clients will now be supported by a dedicated team – including an advisor, planner, and client services associate – to ensure coordination across tax, investment, and estate planning. The approach aims to blend personalized guidance with the efficiency of digital tools, providing clients with greater clarity and control over their financial lives.
In September, Aprio expanded its reach in the Midwest by acquiring Mize CPAs Inc., an accounting and payroll service provider that also has an affiliated fee-only RIA, Prism Financial Group.
“Eric is a transformative leader with a proven ability to scale platforms that put clients at the center of every decision,” said Keith Greenwald, chief executive of Aprio Wealth Management. Greenwald said Flynn’s expertise in bringing together people, technology, and strategy will help the firm “anticipate client needs and align every financial decision with broader goals.”
Flynn described his new role as an opportunity to “redefine what an integrated advisory process looks like.” In a recent LinkedIn post, he said he is “excited to launch and scale our new collaborative service model, one that anticipates changing needs and simplifies the client experience, delivering greater clarity and confidence.”
Compound Planning – which has achieved significant expansion since its formation through the 2023 merger of two startups, Compound and Alternativ – has positioned itself as a technology-forward player in the high-net-worth and family office space. That growth has not been without complications, however; in March, Choreo filed a lawsuit against the digital family office and four of its former employees, claiming the ex-Choreo advisors coordinated their resignations and took along confidential information as they went to Compound Planning.
Compound Planning recently underwent a significant leadership transition. Co-founder Alex Farman-Farmaian stepped up as sole CEO last month; he’d been serving as co-CEO since March. Meanwhile co-founder Christian Haigh transitioned to the role of executive chairman and president.
