Wealth Management

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.

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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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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.

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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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Private Equity Recapitalizations

A recapitalization transaction can be an attractive option for owners seeking a liquidity event or growth capital while still retaining a majority or minority ownership stake in their company.

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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…

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Family Office

BKD Family Office provides an integrated suite of services with the primary purpose of managing a family's wealth and assisting with the effective transfer of that wealth to future generations.