Dovetail Financial

Dovetail Financial is a fee-only registered investment advisory firm providing ongoing retirement planning and investment management for people nearing or living in retirement. Retirement decisions rarely stay in one category. Retiring earlier may change income. A tax decision may affect Medicare costs. Helping family may change what remains available for a client’s own retirement. Through Human-First Financial Guidance®, Dovetail begins with the person affected by the decision. We learn what is happening, why it matters, and what the client wants the money to support. We then bring financial analysis and professional guidance to the choices, recommend a path, and help carry it out. The work continues after the initial decision. Dovetail helps implement decisions, monitors the plan, and adapts the guidance as circumstances change. Dovetail’s advisors are compensated through advisory fees and do not receive commissions from investment or insurance product sales. The firm is headquartered in Wilmington, North Carolina, with an office in Duluth, Georgia. In-person and virtual meetings are available.