Integrated Wealth Management Solutions That Put Your Best Interests First
BKD Wealth Advisors offers wealth management services for affluent individuals and families as well as investment consulting and compliance services for institutional clients. We deliver independent, professional expertise that puts your interests first.
We'll assist in developing a plan that helps you reach your goals, and we'll be involved through the whole process and will help modify the plan as your needs change. Our professionally
When it comes to integrated wealth management, we take your peace of mind very seriously. We'll take the time to explain our strategy in terms you can easily understand. We call this approach Wisdom for Your Wealth®.
Check out the different kinds of services we offer, and contact one of our trusted advisors to discover how we can help you meet your goals.
Benefit Plan Consulting
BKD's Benefit Plan Consulting practice provides plan design, implementation, compliance testing and administration, government filing, record-keeper searches, investment consulting and employee education services to retirement plan sponsors.
Read MoreEstate 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.
Read MoreFinancial & 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.
Read MoreInvestment 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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