Charlotte, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Forvis Mazars Wealth Advisors, LLC
Multi-team
Firm-wide stats for Forvis Mazars Wealth Advisors, LLC
About
Forvis Mazars Wealth Advisors works with individuals, families, retirement plans, institutions, and nonprofit organizations, providing financial planning, discretionary and non‑discretionary investment management, investment consulting, and retirement plan consulting. These wealth management services are offered as part of the Forvis Mazars Private Client integrated service model alongside separate tax, accounting, and family‑office services provided by its parent firm under separate agreements and fees.
The firm’s investment approach centers on customized asset allocation and an Investment Policy Statement that reflects each client’s objectives, risk tolerance, tax considerations, and time horizon, combining both active and passive strategies and an emphasis on diversification, cost control, and long‑term discipline. Portfolios typically use ETFs, no‑load or load‑waived mutual funds, separately managed accounts, and, when appropriate, third‑party managers or less liquid vehicles (e.g., private investments, interval funds); accounts are monitored, rebalanced, and reported to clients on a periodic basis.
Compared with many peers, Forvis Mazars maintains an integrated communications and client‑education program — including periodicals or newsletters and regulated marketing channels such as email, text, and LinkedIn with explicit opt‑out and privacy controls — and operates as a wholly owned subsidiary of a national accounting and professional services firm, which creates both the ability to coordinate tax/accounting advice and independence‑related restrictions on certain securities. These structural ties to an accounting parent (and related conflicts disclosed in Item 10) can affect recommendations, custody options, and the treatment of certain client holdings relative to independent wealth advisers.
Based on Forvis Mazars Wealth Advisors, LLC
Expertise
Based on Forvis Mazars Wealth Advisors, LLC
Occupation focus
Based on Forvis Mazars Wealth Advisors, LLC
Location
4350 Congress Street, Suite 900
Charlotte NC 28209
Advisors at this office
4
Advisors at this office
Henry S
Series 65
Charlotte, NC
Forvis Mazars Wealth Advisors, LLC
Henry Soule is a financial advisor with Forvis Mazars Wealth Advisors, LLC in Charlotte, NC. He holds the Series 65 designation and has one year of industry experience. Prior to joining Forvis Mazars, he worked at Restoration Hardware and has an academic background from Purdue University and Charlotte Christian. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, investment consulting, and retirement plan consulting. The firm employs a customized investment approach that blends active and passive strategies with an emphasis on diversification, cost control, and long-term discipline, operating within an integrated service model connected to its parent accounting and professional services firm.
Cooper C
CFP®
Charlotte, NC
Forvis Mazars Wealth Advisors, LLC
Cooper Courtney is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with two years of industry experience, including his current role beginning in 2024. Prior to joining the firm, he was a student from 2016 to 2024. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm employs a customized investment approach that combines active and passive strategies within an integrated service model alongside tax, accounting, and family-office services offered by its parent firm.
Paige Y
CFP®, Series 66
Charlotte, NC
Forvis Mazars Wealth Advisors, LLC
Paige Yeomans is a Certified Financial Planner™ (CFP®) with three years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC in Charlotte, NC, having joined the firm in 2025. Her prior experience includes roles at Guardian Life Insurance Company and Park Avenue Securities. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, and retirement plan consulting. The firm emphasizes customized asset allocation and combines active and passive investment strategies within an integrated service model that coordinates tax, accounting, and family-office services.
Anthony B
Series 66
Charlotte, NC
Forvis Mazars Wealth Advisors, LLC
Anthony Bridges is a financial advisor at Forvis Mazars Wealth Advisors, LLC in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as positions at the University of North Carolina Wilmington and Richard J. Reynolds High School. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with financial planning, investment management, consulting, and retirement plan services. The firm emphasizes customized asset allocation and long-term discipline, integrating tax and accounting services from its parent firm.
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