On February 17, 2022, Baird, Kurtz & Dobson Wealth Advisors and Dixon Hughes Goodman Wealth Advisors jointly announced that they will merge to create a new wealth management firm.
Under the terms of the transaction, Baird, Kurtz & Dobson Wealth Advisors (“BKD Wealth”) will merge with Dixon Hughes Goodman Wealth Advisors (“DHG Wealth”) to become Forvis Wealth Advisors. The transaction is entered into pursuant to a merger agreement between the parent entities of BKD Wealth and DHG Wealth – BKD CPAs & Advisors (“BKD”) and Dixon Hughes Goodman, LLP (“DHG”) – to form a new professional services firm. The deal was expected to close, subject to customary closing conditions, in the second quarter of 2022. Forvis Wealth Advisors will be based in Springfield, Missouri. Further terms were not disclosed.
BKD, based in Springfield, Missouri, is a professional services firm providing accounting, audit, and assurance services.
DHG, based in Asheville, North Carolina, is a professional services firm offering a range of assurance, tax, and advisory services.
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