Greensboro, 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
4161 Piedmont Parkway, Suite 310
Greensboro NC 27410
Advisors at this office
3
Advisors at this office
Colby R
CFP®
Greensboro, NC
Forvis Mazars Wealth Advisors, LLC
Colby Robinson is a CFP® professional with eight years of experience in financial advising. He is currently with Forvis Mazars Wealth Advisors, LLC, having joined in 2024 after previous roles at FORVIS Wealth Advisors LLC, DHG Wealth Advisors LLC, Family Wealth Partners, and Antonich & Associates. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and consulting services. The firm’s approach includes customized asset allocation and an Investment Policy Statement tailored to each client’s objectives, utilizing a mix of active and passive strategies with an emphasis on diversification and cost control.
Amy M
CFP®, Series 65
Greensboro, NC
Forvis Mazars Wealth Advisors, LLC
Amy Manning is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC in Greensboro, NC. Her prior experience includes 14 years at Dixon Hughes Goodman Wealth Advisors LLC and two years at FORVIS Wealth Advisors LLC. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm’s investment approach focuses on customized asset allocation and an Investment Policy Statement tailored to each client’s objectives and risk tolerance, using a combination of active and passive strategies alongside integrated tax and accounting services.
Carson W
Series 63, Series 65
Greensboro, NC
Forvis Mazars Wealth Advisors, LLC
Carson Wannamaker is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Dixon Hughes Goodman Wealth Advisors and Morgan Keegan & Company. Outside of his advisory role, he serves as head basketball coach for Canterbury School’s middle school boys varsity team and is involved in several community organizations, including serving as president of the Nat Greene Kiwanis Club of Greensboro. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, institutions, and nonprofit organizations. The firm emphasizes customized asset allocation and disciplined investment strategies, combining active and passive approaches within an integrated service model alongside tax, accounting, and family-office offerings.
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