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Wealth Management

Building plans and services tailored to your personal objectives to help you achieve peace of mind.
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Serve as a guide, supporting our client's decision-making processes


Assets under management*

In pursuit of successful wealth management outcomes.

Forvis Mazars Private Client provides wealth management services for high-net-worth individuals and families, along with investment consulting and compliance services for corporate retirement plans and other institutional clients. Our knowledgeable wealth management professionals can build services tailored to your objectives.

* Assets under management as of 5/31/2023

Client Portal

Forvis Mazars Private Client - Client Portal


Individual & Families Wealth Management

Our goal is to support your goals. We take a 360° view of your financial situation using a holistic approach that encompasses the many facets of your life—from near-term needs, such as cash-flow budgeting and debt refinancing, to long-term objectives, such as planning for education and retirement, and all of life’s milestones and transitions in between. Our team will work with you to develop an integrated plan for you to progress toward the future you envision with confidence. Along this journey—your journey—we’ll seek to simplify the complexities you encounter, so you can focus more time on what's most important to you. Our primary objective is to serve our clients with passion and care, helping them achieve financial clarity.

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A Foundational Element to Achieving Your Financial Goals

We believe the creation of an investment strategy that is centered around you and designed to work in concert with your financial plan can help improve the likelihood of investment success. As a result, we believe that an investment strategy that is customized to your individual circumstances will help you achieve your goals. 

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With You & For You

Our approach is centered around gaining insight into your values, and your goals will inform our thinking and support the creation of a detailed financial plan and investment strategy tailored to you. We believe our process helps achieve the future you envision. 

Our integrated team brings together passionate individuals and their skills across a range of disciplines--all aligned to deliver an Unmatched Client Experience®. Our wealth management team includes CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, and CPA professionals who serve as your guides and help you grow and preserve your wealth for generations.

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Informing Thoughtful Decision-Making

We'll help you clarify your objectives and work to present the risks and opportunities of different investment strategies. Based on this, we'll manage your investments strategically. As circumstances change in your life, we'll work with you to help keep your investment strategy on track toward your goals.

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Retirement Plan Consulting provides integrated design, implementation, compliance testing, and investment consulting services to retirement plan sponsors. Our goal is to use our experience to deliver practical, timely, and affordable services. Our team helps plan sponsors provide the right retirement plan for their employees and fulfill their fiduciary and ERISA responsibilities.

Learn More

Providing a comprehensive suite of investment consulting services.

Our services include asset allocation modeling, investment management, performance analysis, cash management, and others. Learn how we can help your institution today.

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Explore Your Passion Working at Forvis Mazars

* Forvis Mazars Private Client services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by Forvis Mazars, LLP. The information contained herein should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. The services, or investment strategies mentioned herein, may not be available to, or suitable, for you. Consult a financial advisor or tax professional before implementing any investment, tax or other strategy mentioned herein. The information herein is believed to be accurate as of the time it is presented and it may become inaccurate or outdated with the passage of time. Past performance does not guarantee future performance. All investments may lose money.

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