A complete list of active advisors currently associated with Dovetail Financial Group LLC

Warmer can help you find a great advisor at Dovetail Financial Group LLC or one who fits your needs even better.

Dovetail Financial Group LLC provides continuous portfolio management, financial planning, and consulting to individuals, high‑net‑worth clients, pension and charitable organizations, and businesses, with an emphasis on people approaching or living in retirement. The firm serves both discretionary and non‑discretionary accounts and delivers written financial plans and targeted consulting engagements. Investment programs are built from individualized investment policies developed during in‑depth client interviews and rely on mutual fund/ETF analysis, third‑party manager due diligence, and a preference for longer‑term holdings, with portfolios reviewed quarterly and rebalanced as appropriate. The adviser considers tax, liquidity, risk tolerance and client‑directed restrictions when setting objectives and implementing recommendations. Distinctive features include a small adviser team overseeing roughly $299 million in regulatory assets while primarily serving clients who typically hold $1 million or more in retirement and investment assets, and operating as a fee‑only registered adviser that does not charge performance‑based fees. The firm does not routinely aggregate client trades and does not vote client proxies, leaving proxy voting to clients—operational practices that differ from many peers and can affect trade execution and proxy handling.

To learn more about the advisors currently working at Dovetail Financial Group 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.