Merger Creates Leading Wealth Management Company

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OAKBROOK TERRACE – Two national wealth management firms have merged to create Forvis, making it one of the top 10 professional services firms in the United States

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

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

The newly formed firm offers comprehensive insurance, tax, advisory and wealth management services. Its primary customers are C-Suite executives, such as CFOs, CEOs, corporate treasurers, controllers, finance, and other executives.

“We’ve always believed there’s a real opportunity for a different kind of professional services business on the national stage – one that’s defined by a very tactile approach to customer experience, but built on strong resources that fuel a commitment to innovation and problem solving,” said Matt Snow, President of Forvis and former CEO of DHG, in a press release.

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