A complete list of active advisors currently associated with Dogwood Wealth Management, LLC

Warmer can help you find a great advisor at Dogwood Wealth Management, LLC or one who fits your needs even better.

Dogwood Wealth Management is an SEC‑registered advisory firm that manages assets for individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans; the firm operates as a small team of advisors with roughly $257 million in discretionary assets under management and serves a few hundred client relationships. Its service offerings include discretionary portfolio management, ongoing financial planning and consulting, retirement plan advisory (3(21) assistance), and occasional assistance identifying lending solutions. The firm generally pursues a long‑term, fundamental analysis‑driven investment approach, building diversified portfolios primarily with ETFs and mutual funds while using individual equities, bonds, model portfolios, periodic rebalancing and tax‑aware strategies as appropriate to client objectives. Dogwood Wealth also offers a subscription-style financial planning program delivered month‑to‑month and may use separately managed accounts where suitable. A distinguishing feature is the firm’s common ownership with an affiliated tax and accounting practice; the two firms refer clients to one another and disclose that relationship while noting clients are free to choose other providers. The firm also requires clients to custody assets at a single, institutional custodian, a platform relationship that supplies software and support to the advisor and is disclosed as a potential conflict of interest.

To learn more about the advisors currently working at Dogwood Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.