BKD Services

Financial & Retirement Planning

Helping You Create & Maintain a Long-Term Financial Plan

Where do you want your wealth to take you?

Creating and maintaining a solid financial plan involves several steps. Our process starts with a conversation to understand what’s important to you—your dreams, your values and the financial goals that will make them possible.

We work with you closely to develop a step-by-step plan of action that can provide you peace of mind. Together, we'll focus on the areas most important to you and help craft a comprehensive plan unique to your financial situation.

Planning is about helping you make good choices with your available resources. We want to help you live a full and rewarding life today while preparing for tomorrow.

Contact one of our trusted wealth advisors to start developing your plan.

Estate Planning

A well-crafted estate plan is made up of two interrelated parts—a plan for the passage of your assets and the documents that will put your plan into effect. BKD works with you and your legal counsel to develop a plan that considers the many aspects of your circumstances.

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Financial & Retirement Planning

Your financial plan should be unique to your situation—there are no off-the-shelf solutions. Using your goals as our guide, we can help you create and maintain a solid financial plan that allows you to spend more time focusing on what’s most important.

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Investment Management

Our investment philosophy centers on managing both risk and return with a process that places your interests first. Our approach, rooted in decades of academic and market research, can help investors avoid major pitfalls.

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Transaction Services

You know your business inside and out and understand its needs better than anyone. BKD's dedicated team of trusted advisors can help identify and quantify the issues you could encounter in your next major transaction.

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Wealth Management

BKD Wealth Advisors uses extensive professional knowledge to build a unique plan tailored to your objectives. Our role as a fiduciary means you can be confident we put you and your interests first.

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How can we help you?



We have 38 offices in 17 states, with trusted advisors who offer solutions for clients across the country.

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