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Ashley F

CFP®

Fort Worth, TX

Forvis Mazars Wealth Advisors, LLC

Ashley Furlong is a CFP® professional with two years of experience, currently with Forvis Mazars Wealth Advisors, LLC in Fort Worth, TX. Her prior roles include positions at FORVIS Wealth Advisors LLC, Willis Johnson & Associates, and IMG Financial Group. She has also held roles outside the financial industry, including teaching positions at Texas A&M University and North Central Texas College. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, and consulting as part of an integrated service model. The firm emphasizes customized asset allocation and combines active and passive strategies within a disciplined, diversified approach.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Tax strategies for small businesses Founder/Business Owner Executive Retired
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Adam F

CFP®

Fort Worth, TX

Forvis Mazars Wealth Advisors, LLC

Adam Farag is a CFP® affiliated with Forvis Mazars Wealth Advisors, LLC, based in Fort Worth, TX. He joined the firm in 2023 after previous experience at Kohls and as a student at Texas A&M University. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm employs a customized investment approach that integrates active and passive strategies, tax considerations, and diversification, and operates as a subsidiary of a national accounting and professional services firm.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Tax strategies for small businesses Founder/Business Owner Executive Retired
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Laura T

Series 63, Series 65

Fort Worth, TX

Forvis Mazars Wealth Advisors, LLC

Laura Taylor is a financial advisor with Forvis Mazars Wealth Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at several firms, including BKD Wealth Advisors and Diversified Investors Securities Corp., before joining Forvis Mazars. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, consulting, and retirement plan services. The firm integrates these services with tax, accounting, and family-office support from its parent company, employing a customized investment approach that combines active and passive strategies tailored to clients’ objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Tax strategies for small businesses Founder/Business Owner Executive Retired
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