Aprio Wealth Management Names Eric Flynn Chief Wealth Officer to Advance Wealth Advisory Integration

ATLANTA – November 4, 2025 – Aprio, the 24th largest business advisory and accounting firm in the U.S., today announced that Eric Flynn, CFA, CPA, has joined Aprio Wealth Management (AWM) as Chief Wealth Officer, a newly created role designed to accelerate the firm’s strategic growth and deepen the integration of the firm’s wealth advisory platform. 

Eric brings more than two decades of experience building and scaling high-performing wealth management platforms, aligning advisory teams and technology to deliver personalized solutions for clients. He has led national advisory teams at top accounting and financial firms, most recently serving as Head of Wealth Management for a national digital family office. In that role, he led a team of more than 50 professionals and helped the firm more than double in size within one year. Previously, he held senior leadership roles at a top 25 accounting firm, where he built and scaled high-performing teams delivering integrated wealth consulting and strategic alliances.  

As part of AWM’s continued evolution, the firm is introducing a new collaborative client service model designed to deliver a more seamless and proactive wealth management experience. Clients will be supported by a dedicated team – comprised of an advisor, planner, and client services associate – ensuring that every financial decision is coordinated across tax, investment, and estate planning. This model combines the personalized guidance of trusted advisors with the efficiency of a modern digital platform, giving clients greater clarity, confidence, and control over their financial future.  

“Eric is a transformative leader with a proven ability to scale platforms that put clients at the center of every decision,” said Keith Greenwald, CEO of Aprio Wealth Management. “His strength in bringing together people, technology, and strategy will accelerate our vision for Aprio Wealth Management – one where collaboration, accountability, and proactive planning come together to anticipate client needs and align every financial decision with broader goals.” 

Eric is a frequent speaker on panel topics around wealth management innovation and leadership. He also serves on multiple boards, including the Montana State University College of Business Dean’s Advisory Board, the Bozeman Health Foundation Board, and as the President’s Council Representative for the Western Region CFA Societies to the CFA Institute Board of Governors. 

About Aprio         

Aprio is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC, deliver professional services. Since 1952, clients throughout the U.S. and across more than 50 countries have trusted Aprio for guidance on how to achieve what’s next. As a premier business advisory and accounting firm, Aprio Advisory Group, LLC, delivers advisory, tax, managed, and private client services to build value, drive growth, manage risk, and protect wealth, and Aprio, LLP, provides audit and attest services. With proven experience and genuine care, Aprio serves individuals, entrepreneurs, and businesses, from promising startups to market leaders alike. Aprio has grown to 2,500+ team members providing solutions to clients in industries including Manufacturing and Distribution, Non-Profit and Education, Professional Services, Real Estate, Construction, Restaurant, Franchise & Hospitality, Government Contracting, and Technology.

About Aprio Wealth Management  

Aprio Wealth Management delivers integrated, fiduciary-based financial services designed to simplify the complexities of wealth management. As a fee-only SEC Registered Investment Advisor, Aprio Wealth Management offers comprehensive planning across investments, tax strategy, retirement, estate planning, insurance, and family office services. Clients benefit from the continuity and coordination of working with a single, collaborative team that understands their complete financial picture. Backed by the resources and infrastructure of a top 25 accounting and business advisory firm, Aprio Wealth Management provides objective guidance, strategic insight, and long-term value across generations.  

Investment Advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/ or tax professional before implementing any strategy discussed here.  

Follow Aprio:        

Aprio Website: https://www.aprio.com/   
Aprio Careers: https://www.careers.aprio.com/   
LinkedIn: https://www.linkedin.com/company/aprio   
Facebook: https://www.facebook.com/aprioadvisors   
Twitter: https://twitter.com/AprioAdvisors   
Instagram: https://www.instagram.com/aprioadvisors/    

Aprio Media Contact        

Leslie Weiner, Public Relations Manager   
[email protected]