BKD Wealth Advisors

Financial, Financial Services, Investments

Member:
Jeff Layman
About:

BKD Wealth Advisors, LLC is an independent wealth management firm for affluent individuals & their families. We build trusted relationships with our clients & tailor integrated solutions to meet their goals.
We serve more than 1,100 clients throughout the United States. Our assets under management are over $2.5 billion as of May 31, 2014, which includes over $450 million in retirement plan assets.

We are a subsidiary of BKD, LLP, a top-tier CPA & advisory firm. Our firm is built upon four pillars which represent the key strengths of our organization:

Integrated wealth management – We focus on understanding your financial goals & needs from numerous perspectives. Using multiple professional approaches, we will work with you to build a strategy which will be monitored & modified as necessary to meet your goals.

Enduring personal relationships – We believe in building enduring personal relationships. Knowing what is important to you now & creating a strategy is only the start. Together, we will work to meet your current goals & those that change through the years.

Expertise – We put our expertise to work for you. Our advisors have years of experience & carry important professional credentials, including CFA®, CIMA® & CFP®. In addition, our advisors have access to BKD, LLP’s CPAs & other wealth planning partners.

Independent judgment – Our fee-based business model allows us to maintain independent judgment, which means we put your interests ahead of our own.