Merger creates top wealth management firm

 
Posted7/1/2022 2:40 PM

OAKBROOK TERRACE -- Two national wealth management firms have merged to create Forvis, making it one of the Top 10 professional services firms in the U.S.

Forvis, with local offices in Oakbrook Terrace and Chicago, was created by the merger of BKD LLP, based in Springfield, Missouri, and Charlotte, North Carolina-based Dixon Hughes Goodman LLP.

 

The Forvis name represents the "FORward VISion" of the more than 5,400 partners and team members who have come together, forming a firm with a combined $1.4 billion in revenue with offices across the United States and internationally, the company said.

The newly formed firm offers comprehensive assurance, tax, advisory and wealth management services. Its core clients are C-Suite executives, such as CFOs, CEOs, company treasurers, controllers, finance and other executives.

"We've always believed there's a real opportunity for a different kind of professional services firm on the national stage -- one that is defined by a high-touch approach to the client experience but is backed by robust resources that fuel a commitment to innovation and problem solving," Matt Snow, Forvis chair and former CEO of DHG, said in a news release.

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