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Marva R

CFP®, Series 65

Madison, WI

Forvis Mazars Wealth Advisors, LLC

Marva Riley is a CFP® and holds a Series 65 license with eight years of experience in the financial advisory industry. She is currently with Forvis Mazars Wealth Advisors, LLC in Madison, WI, having previously worked at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and retirement plan consulting. The firm employs a customized investment approach that integrates active and passive strategies with a focus on diversification, cost control, and long-term discipline.

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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