BKD Wealth Advisors, LLC offers wealth management services for affluent families as well as investment consulting and compliance services for institutional clients. We deliver independent, professional expertise that puts your interests first.

BKD Wealth Advisors uses a relationship-focused approach to understand your goals and concerns. We then use our extensive professional knowledge to build a unique plan tailored to your objectives. We back up our commitment with proven, world-class service. Our reputation for candor and integrity means you can be confident your interests come first.

BKD Wealth Advisors is independent and accountable to you. We put your best interests first and develop a plan to help you reach your goals. Then we stick by you and help you evolve your plan as your needs change. Our advisors carry numerous credentials and stay up to date with continuing education, so you can feel confident you're getting top-notch service backed by a wealth of expertise.

When it comes to integrated wealth management, we take the time to explain our strategy in terms you can easily understand.

We call this approach Wisdom for Your Wealth®.

Financial & Retirement Planning

Where do you want your wealth to take you? Will you be financially independent when you retire?

Creating and maintaining a solid financial plan involves several steps:

  1. Establishing goals
  2. Gathering data
  3. Analyzing and evaluating your financial status
  4. Developing and implementing a plan
  5. Monitoring and adjusting as necessary

Your advisors will work with you to determine your future needs. Together, you and your advisor will project and plan for various scenarios, taking into account the following:

  • Current assets
  • Planned savings
  • Realistic returns on investments
  • Inflation
  • Other sources of income
  • Current and future expenditures for fixed obligations and variable costs

Education Funding

If you are currently paying for your child's college education, or if your child is a recent graduate, you know the cost of a college education. Maybe your goal is to pursue additional education for yourself. If college costs are in your future, you might be surprised by the price.

Our advisors can help you estimate the cost of a college education and work with you to select the best methods to fund it. Strategies may include tax-deferred savings, gifting plans and/or use of tax credits and incentives.

Estate & Tax Planning

A well-crafted estate plan is made up of two distinct yet interrelated parts—a plan for the passage of your assets and the documents that will put your plan into effect, both while you are alive and at your passing. Our professionals will work with you and your legal counsel to develop an estate plan that considers multiple aspects of your financial situation.

When considering estate planning, there are many solutions:

  • Annual and lifetime gifting programs
  • Revocable (living) and irrevocable (permanent) trusts
  • Charitable planning and trusts

Each situation is unique depending on your family, business and legacy. Our discovery process will help you arrive at specific goals that can be achieved through the identification of proven estate-planning strategies implemented with well-crafted documents.

Benefit Plan Consulting

BKD's Benefit Plan Consulting division provides integrated design, implementation and administration, as well as compliance testing and investment consulting/management services to retirement plan sponsors. Our dedicated team of professionals brings expertise from designing, implementing or administering benefit plans for approximately 500 clients.

Whether you are looking for a one-time review of your ERISA plan or an ongoing consultative relationship, we deliver solutions that help plan sponsors navigate the U.S. Department of Labor Employee Retirement Income Security Act (ERISA) regulations, enhance their plan's fiduciary positioning, implement industry best practices and provide a top-of-the-line selection of mutual funds for your plan so that your employees are properly positioned for retirement.

Investment Management

Your investment plan must be based on how it can help you achieve your present and future goals. Investments are not an end in themselves; they are a means to an end, which you will define with our help. We can:

  • Measure your risk tolerance
  • Define your investment opportunities, both personal and tax-qualified
  • Recommend an appropriate asset allocation
  • Prepare a personal investment policy statement
  • Recommend specific investments that will implement the investment
  • Policy Statement
  • Regularly review the performance of selected investments
  • Modify the strategy as needed

Through multiple meetings, we can help you set out objectives for your wealth and the types of risks you are comfortable taking. We also can explain in common English the strengths and weaknesses of different strategies. Once we determine the strategy with which you're most comfortable, we will document our understanding in an investment policy statement.

Charitable Gift Strategies

Depending on your personal performances and goals, philanthropic gifts can be an important component of your estate plans. Just as planning lifetime gifts can result in income tax savings, proper estate planning for charitable gifts can help you achieve your philanthropic goals and enhance your estate tax savings. The use of charitable trusts and private foundations can add benefits to your overall estate plan, in addition to increasing the funds available for gifts.

There are many different charitable giving techniques, and choosing the most suitable can be a complex proposition. We can outline the advantages and disadvantages of each option and help implement the charitable giving strategy that fits your overall estate plan.

Articles

Press Appearances

U.S. News & World Report
March 2, 2018
Zach Swartz, Portfolio Manager, BKD Wealth Advisors

Maryalene LaPonsie of U.S. News & World Report includes Zach Swartz, senior managing advisor at BKD Wealth Advisors, in an article discussing money mistakes millennials make and how to avoid them. Swartz discusses how millennials can shift their perception of a budget, "It feels restrictive to use a budget. The way I think about a budget is tracking where money is going so I can make better decisions."

Read the article here.
U.S. News & World Report
January 23, 2018
Steve Martin, Director, BKD Wealth Advisors

Steve Martin, director at BKD Wealth Advisors, is included in Rebecca Lake's U.S. News & World Report article discussing investing tips for individuals looking to strengthen their retirement strategy. "Auto-escalation helps address the problem of having your lifestyle continue to increase as your income goes up. By continually raising your savings rate, there's less money leftover for consumption, which keeps your standard of living at a more sustainable level in retirement," he says.

Read the article here.
The Wall Street Journal
November 5, 2017
Gretchen Cliburn, Director, BKD Wealth Advisors

Chana Shoenberger of The Wall Street Journal includes Gretchen Cliburn, director at BKD Wealth Advisors, in an article about using a 529 plan to fund college expenses. "If a 529 plan isn't used for the beneficiary's education, the owner may change the beneficiary to any eligible family member," she says.

Read the article here.
U.S. News & World Report
October 20, 2017
Gretchen Cliburn, Director, BKD Wealth Advisors

Rebecca Lake of U.S. News & World Report includes Gretchen Cliburn, director at BKD Wealth Advisors, in an article suggesting an alternative way for high earners to contribute to a Roth IRA, through converting traditional IRA assets. However, this may not be the best option for every high earner, "If you expect your tax bracket to be much lower in the future, it might not make sense to pay taxes now in a higher bracket just to eliminate taxes in the future," she says.

Read the article here.
DailyWorth
September 25, 2017
Gretchen Cliburn, Director, BKD Wealth Advisors

Gretchen Cliburn, director at BKD Wealth Advisors, is included in reporter Nancy Mann Jackson's DailyWorth article discussing whether it's more important to grow savings or increase income. "Women tend to have a longer-term focus and feel that if they can save today, they will have the funds when needed in the future. Men tend to be more competitive, and income is one way for them to measure their success. However, growing savings and increasing income are both beneficial in creating wealth," Cliburn says.

Read the article here.
Forbes
September 8, 2017
Jeff Layman, Chief Investment Officer, BKD Wealth Advisors

Reporter Adam Sarhan with Forbes quotes Jeff Layman, principal and CIO at BKD Wealth Advisors, in an article about Hurricane Irma's impact on the market. "Irma could be the costliest storm to ever hit the US," Layman explains. "This could result in significant losses for insurance companies, and the insurance companies with the greatest exposure in Florida have already seen their stock prices decline."

Read the article here.
U.S. News & World Report
July 11, 2017
Gretchen Cliburn, Director, BKD Wealth Advisors

Rebecca Lake of U.S. News & World Report includes Gretchen Cliburn, director at BKD Wealth Advisors, in an article discussing the lack of confidence in women investors. "Women tend to earn less, work fewer years and live longer than men. That puts women at an immediate disadvantage when saving for retirement. The effects become more pronounced when compounded by a too-conservative strategy that's driven by a lack of confidence," she says.

Read the article here.
US News & World Report
June 30, 2017
Steve Martin, Director, BKD Wealth Advisors

Maryalene LaPonsie of U.S. News & World Report includes Steve Martin, director at BKD Wealth Advisors, in an article detailing investments strategies for short and long-term financial goals. "Accept the fact that the money is not going to grow a lot. Investing entails risk, the shorter the time frame, the less risk you want to take," he says.

Read the article here.

Chicago, IL
1901 S. Meyers Road, Suite 500
Oakbrook Terrace, IL 60181-5210
630.282.9500
FAX 630.282.9496

Houston, TX
2800 Post Oak Boulevard, Suite 3200
Houston, TX 77056-6167
713.499.4600
FAX 713.499.4699

Indianapolis, IN
201 N. Illinois Street, Suite 700
P.O. Box 44998
Indianapolis, IN 46244-0998
317.383.4000
FAX 317.383.4200

Kansas City, MO
1201 Walnut Street, Suite 1700
Kansas City, MO 64106-2246
800.299.4280
816.842.1935
FAX 816.842.4005

Little Rock, AR
400 W. Capitol Avenue, Suite 2500
Little Rock, AR 72203-3217
800.280.2565
501.375.5200
FAX 501.372.1250

Springfield, MO
910 E. St. Louis Street, Suite 200
Springfield, MO 65806-2568
417.865.8071
FAX 417.865.0682

St. Louis, MO
One Metropolitan Square
211 N. Broadway, Suite 600
St. Louis, MO 63102-2733
314.231.5544
FAX 314.231.9731

Wichita, KS
1551 N. Waterfront Parkway, Suite 300
Wichita, KS 67206-6601
316.265.2811
FAX 316.265.9405

Charlsie Ashlock

Senior Advisor
317.383.4000
Indianapolis

Cathy Bearden

Managing Consultant
417.865.8701
Springfield

Beth Boylan

Senior Managing Advisor
317.383.4000
Indianapolis

Leia Breithaupt

Managing Advisor
417.866.5822
Springfield

Michael Broekelmann

Managing Consultant
314.231.5544
St. Louis

Heather Broyles

Director
816.221.6300
Kansas City

Rhonda Christopher

Director
417.866.5822
Springfield

Gretchen Cliburn

Director
417.866.5822
Springfield

Nicole Conklin

Admin Staff - Wealth Advisors
417.866.5822
Springfield

Laura Coup

Senior Managing Advisor
816.221.6300
Kansas City

Adrienne Dallas

Director
501.372.1040
Little Rock

Andrew Douglas

Director
317.383.4000
Indianapolis

Brian Eller

Advisor
816.221.6300
Kansas City

Brandon Falbe

Senior Managing Advisor
317.383.4000
Indianapolis

Amy Frizzell

Director
317.383.4000
Indianapolis

Jeffrey Gann

Director
417.866.5822
Springfield

Mike Gorman

Senior Advisor II
630.282.9500
Chicago

Rick Gutman

Director
816.221.6300
Kansas City

Shari Hoffman

Managing Director
417.866.5822
Springfield

Travis Hudgens

Advisor
314.231.5544
St. Louis

Lynda Huffman

Senior Consultant
816.221.6300
Kansas City

Alexander Hunter

Senior Advisor II
816.221.6300
Kansas City

Stephanie Hurt

Senior Managing Advisor
417.866.5822
Springfield

Travis Knight

Director
816.221.6300
Kansas City

Bob Lamb

Director
713.499.4600
Houston

Jennifer Larkin

Admin Staff - Wealth Advisors
417.866.5822
Springfield

Don Larsen IV

Director
630.282.9500
Chicago

Jeff Layman

Partner
417.866.5822
Springfield

Jeffrey Lenhart

Senior Managing Advisor
816.221.6300
Kansas City

Travis Liles

Senior Advisor
417.866.5822
Springfield

Kim Linder

Managing Consultant
417.865.8701
Springfield

Brian Lowery

Senior Managing Advisor
314.231.5544
St. Louis

Steven Martin

Director
630.282.9500
Chicago

Lynn Mayabb

Managing Director
816.221.6300
Kansas City

Charlene Merner

Senior Managing Advisor
630.282.9500
Chicago

Chris Mies

Senior Managing Advisor
316.265.2811
Wichita

Gretchen Osborne

Managing Consultant
630.282.9500
Chicago

Brett Proctor

Managing Consultant
314.231.5544
St. Louis

Jared Scott

Managing Director
417.865.8701
Springfield

Dan Smith

Director
630.282.9500
Chicago

Josh Sovereign

Senior Managing Consultant
816.221.6300
Kansas City

Zach Swartz

Senior Managing Advisor
417.866.5822
Springfield

Donna Tholen

Senior Managing Consultant
316.265.2811
Wichita

TJ Thompson

Senior Consultant
501.372.1040
Little Rock

Jack Thurman

Managing Partner
417.866.5822
Springfield

Shelly Titus

Managing Advisor
417.866.5822
Springfield

Steve Toomey

Partner
816.221.6300
Kansas City

Bronson Verhines

Senior Advisor
317.383.4000
Indianapolis

Matt Wahl

Director
501.372.1040
Little Rock

Justin Wheeler

Senior Managing Advisor
816.221.6300
Kansas City

Paige Williams

Director
501.372.1040
Little Rock

Doug Willingham

Senior Managing Advisor
713.499.4600
Houston

Nick Withrow

Director
816.221.6300
Kansas City

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Tax solutions are provided by BKD, LLP while services such as personal wealth planning, investment management, insurance solutions and estate planning activities are provided by BKD Wealth Advisors, LLC. BKD Wealth Advisors, LLC is a federally registered investment adviser and a wholly owned subsidiary of BKD, LLP.

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