He is a Certified Financial Planner™ and has been part of the wealth management industry since 1996, providing financial and estate planning services to high-net-worth families. Richards is a 1997 graduate of Missouri State University, Springfield, with a B.S. degree in finance, and a 2002 graduate of Newman University, Wichita, Kansas, with an M.B.A. degree.
“We are confident that Dave and our BKD Wealth Advisors professionals, combined with the strength of the BKD, LLP professionals in Dallas, can deliver exceptional wealth management services to the Dallas area,” Thurman said.
BKD Wealth Advisors’ Dallas office offers focused experience to clients in wealth management, financial planning, tax planning, estate planning, employee benefit plan consulting and portfolio management services.
BKD Wealth Advisors, LLC has six offices in the Midwest, managing and consulting on in excess of $2 billion for affluent families and institutions.
BKD, LLP is a national CPA and advisory firm that delivers its experience and service with a deep understanding of your business, your needs and what it takes to improve your business performance. BKD’s approximately 2,100 personnel, including approximately 250 partners, serve clients in all 50 states and internationally. To learn more, visit bkd.com.
Praxity, AISBL, a global alliance of independent firms, enhances BKD’s ability to serve the dynamic needs of multinational clients. Praxity™
BKD Wealth Advisors, LLC is a wholly owned subsidiary of BKD, LLP, offering wealth management services for affluent individuals and families and investment consulting and compliance services for institutional clients. We build trusted relationships and tailor integrated solutions to help you meet your goals. Our advisors combine their knowledge and wisdom with the expertise of top financial institutions, including BKD, LLP, one of the nation’s largest CPA and advisory firms.