Forvis Wealth Advisors, Llc
Springfield, Missouri
3.4
11 Reviews
Forvis Wealth Advisors, LLC, a regional investment advisory firm based out of Springfield, MO, is dedicated to providing comprehensive wealth management services. With over 2,360 individual clients and an impressive $7,399,111,000 in assets under management, Forvis stands as a trusted partner in helping clients achieve their financial goals. With 55 offices strategically located, Forvis ensures convenient access to their services for clients throughout the region. While managing employer funds is a notable aspect of their capabilities, the firm's primary focus remains on serving high net worth individuals. In fact, over 98% of th...
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Assets Under Mgmt

$7.4B

Investment Professionals

80

Locations

54

% 401K & Individual

9%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.