FORVIS Wealth Advisors
- Jeff Layman
FORVIS 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 4,000 clients throughout the United States. Assets under management are over $8.0 billion as of June 30, 2022, including over $450 million in retirement plan assets.
We are a subsidiary of FORVIS, LLP, a top-10 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 & 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.