Dovetail Financial

Dovetail Financial is a fee-only registered investment adviser providing ongoing retirement planning and investment management for people planning to retire within the next five years or already living in retirement. Clients typically come to Dovetail with $1 million or more in retirement and investment assets. This describes the people the firm usually serves; it is not a formal account minimum.

Retirement decisions rarely stay in one category. Dovetail helps clients coordinate retirement timing, income, taxes, Social Security, health care, investments, family support, and legacy planning. Through Human-First Financial Guidance®, Dovetail begins with the person affected by the decision: what is happening, why it matters, and what the client wants the money to support. The team then brings financial analysis and professional guidance to the choices, recommends a path, helps carry it out, and adapts the plan as circumstances change.

Dovetail’s advisors are compensated through advisory fees and do not receive commissions from investment or insurance product sales. The advisory relationship includes a fiduciary duty to act in the client’s best interest.

Dovetail is headquartered in Wilmington, North Carolina, and serves clients throughout Southeastern North Carolina, including New Hanover and Brunswick counties. The firm also has an office in Duluth, Georgia, and works with clients virtually across the country.