Closed now
Closed now
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Providing customized services for discerning clients We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Dovetail Financial provides ongoing retirement planning and investment management for people approaching retirement or already retired. Based in Wilmington, North Carolina, we work primarily with married couples and single women, including widows. We help clients coordinate retirement timing, income, investments, taxes, Social Security, Medicare and healthcare costs, family support, and legacy decisions. Your advisor learns what matters to you, recommends practical steps, and helps carry them out as life changes. We are a fee-only fiduciary firm, paid through advisory fees rather than product commissions. Meetings are available in person and virtually. Advisory services are offered through Dovetail Financial Group LLC, a registered investment adviser.
