Forvis Wealth Advisors, LLC
FORVIS Mazars Wealth Advisors, LLC is an SEC-registered investment advisory firm headquartered in Springfield, Missouri. It is a wholly owned subsidiary of Forvis Mazars, LLP, an accounting and professional services provider. The firm offers financial planning, investment management, investment consulting, and retirement plan consulting services to individuals, families, institutions, nonprofits, and retirement plans. As of August 2025, they employ 117 professionals and manage approximately $9.7 billion in client assets. Their integrated wealth advisory platform leverages affiliation with a major accounting organization to offer holistic financial solutions, addressing tax, estate, and philanthropic planning needs. FORVIS Mazars Wealth Advisors serves clients primarily in the United States and has evolved through mergers of legacy firms, most recently reflected in its current branding as FORVIS Mazars.
Investment Strategy
FORVIS Mazars Wealth Advisors employs a client-centric, goals-based investment approach focused on comprehensive portfolio management, financial planning, and retirement plan consulting. They build customized portfolios across equities, fixed income, mutual funds, and ETFs, leveraging disciplined asset allocation and manager selection processes. Their investment philosophy emphasizes long-term wealth preservation and growth, tailored to each client's risk tolerance, objectives, and financial circumstances. They integrate tax and estate considerations into advice and leverage institutional-level resources, including back-office support from Schwab and Fidelity, to deliver robust solutions. The firm does not manufacture proprietary investment products and provides non-discretionary consulting alongside discretionary portfolio management.
Top Holdings
Equity Positions (394)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 30.34% | $1.41B | 4,627,426 | $163.93 | $303.93 | +$181.0M |
V VEU | VANGUARD INTL EQUITY INDEX F | 10.04% | $465.3M | 6,922,513 | $52.11 | $67.22 | +$55.5M |
S SCHB | SCHWAB STRATEGIC TR | 3.21% | $148.9M | 6,248,801 | $15.36 | $23.83 | +$28.1M |
V VOO | VANGUARD INDEX FDS | 3.07% | $142.4M | 250,626 | $376.23 | $568.03 | +$18.1M |
A AGG | ISHARES TR | 3.03% | $140.5M | 1,416,506 | $97.78 | $99.20 | +$2.9M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | Sold | Call | $31.6K | 2 | $157.99 | $108.38 | -3 | -$22.6K |