Madison, WI Office

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.