Scott Barnas,

MBA, CFP®, ChFC®

Senior Financial Planner | Aprio Wealth Management
Aprio Advisory Group, LLC

Office: (770) 353-3047

Email: scott.barnas@aprio.com

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Overview

Scott works with Aprio clients seeking personal financial planning beyond the firm’s business tax, assurance, and advisory services. His clients include high-net-worth business owners, executives, and individuals.

Experience

He has deep experience helping his clients reach their financial goals by conducting detailed tax planning and cash flow analysis to develop thorough and personalized financial plans. Throughout his career as a financial advisor and planner, Scott has written countless customized financial plans and has worked with over 1,000 different financial professionals in the development of a financial planning-based practiced.

Scott leverages Aprio’s coordinated financial planning, investment advisory, and tax planning model to provide contextual guidance and simplify the wealth management experience. Serving as a dedicated financial steward, he specializes in helping clients make important financial decisions with confidence in both good and challenging times, and coordinates activities to help ensure planning and implementation are aligned with strategy.

Education & Affiliations

Scott earned a Master of Business Administration in Finance and Investments from the George Washington School of Business and a Bachelor of Science in Finance from the University of Rhode Island. He also completed management courses on mentoring, conflict resolution, marketing, and coaching from Harvard University’s School of Business Management. Scott earned his designation as a Chartered Financial Consultant® from American College and is a Certified Financial Planner™ professional.

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