Forvis Wealth Advisors, LLC

About Forvis Wealth Advisors, LLC

<p>With offices in Kansas City, Wichita, and Indianapolis, Forvis Wealth Advisors, LLC works with plan sponsors across the Kansas City metro, south-central Kansas, and central Indiana. The firm is an SEC-registered investment advisor affiliated with Forvis Mazars, the national CPA and advisory firm.</p> <p>Forvis Wealth Advisors, LLC reports $9.8B in assets under management (2026). Its day-to-day work includes fiduciary support for employer retirement plans, with a focus on formal delegation services that help sponsors document roles and oversight.</p> <p>Plan sponsors often engage the firm for 3(21) co-fiduciary guidance and 3(38) investment manager services. That mix lets a committee keep decision-making authority with added support, or appoint a discretionary manager to take responsibility for selecting and monitoring the investment lineup.</p> <p>One differentiator is the firm’s connection to a large CPA and advisory platform, which can be helpful for organizations that want retirement plan advice aligned with broader tax and advisory resources.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for employer-sponsored retirement plans</li> <li>ERISA 3(21) investment advice fiduciary support</li> <li>ERISA 3(38) discretionary investment management</li> <li>Multi-office coverage across Missouri, Kansas, and Indiana</li> </ul>

Website: https://www.forvismazars.us/