Forvis Mazars Wealth Advisors, LLC

Forvis Mazars Wealth Advisors is an SEC-registered investment advisory firm that serves individuals and families (including high‑ and ultra‑high‑net‑worth clients), businesses, retirement plans, institutions, and nonprofit organizations. It offers financial planning, discretionary and non‑discretionary investment management, investment consulting, retirement plan consulting, and a family office suite of services delivered under the Forvis Mazars Private Client integrated offering.

The firm’s investment approach is committee‑driven and built around client-specific investment policy statements that emphasize long‑term asset allocation, a mix of active and passive strategies, and broad use of ETFs and no‑load mutual funds; third‑party money managers and certain short‑term tools (margin or options) are used when appropriate. Financial planning and portfolio management are coordinated with tax and accounting inputs provided by its parent accounting firm, with planning generally included for clients who meet fee minimums and available separately when not.

Compared with many peers, Forvis Mazars supplements advisory work with periodic client communications, including newsletters and other transmissions, and maintains an explicit privacy and data‑use program describing the firm’s use of third‑party automated and AI‑based platforms. Its retirement plan consulting group has sought third‑party credentialing (CEFEX certification) and the parent‑firm relationship imposes independence‑related restrictions on certain securities and portal access, reflecting an integrated adviser/accounting structure that can affect investment and operational practices.