FORVIS MAZARS WEALTH ADVISORS, LLC

Public information does not name specific investment decision-makers at FORVIS MAZARS WEALTH ADVISORS, LLC. The firm operates as part of the larger FORVIS advisory network, which has a leadership team overseeing wealth advisory services. For details, prospective clients would need to contact the firm directly.

It is a registered investment advisor (RIA) that functions as a multi-family office. The firm serves multiple wealthy families and individuals, rather than a single family. It is part of the FORVIS accounting and advisory network, which gives it scale and resources typical of a large RIA.

The firm focuses on traditional wealth management, including diversified portfolios of liquid securities—equities, fixed income, and alternatives—for high-net-worth clients. It does not publicly specialize in venture capital or private equity direct investments at specific stages.

There is no public evidence that the wealth advisory unit maintains separate philanthropic structures. Clients may access charitable planning services through the broader FORVIS advisory platform, which includes tax and estate planning for charitable giving.

The firm does not publicly describe proprietary deal flow. As an RIA focused on managed portfolios, it likely relies on standard market research and third-party asset managers rather than direct sourcing of private investments. Its affiliation with FORVIS and Mazars may provide access to exclusive client-relationship opportunities.