DHG Wealth Advisors LLC

www.dhgwa.com

Dixon Hughes Goodman Wealth Advisors LLC is an independent, fee-only Registered Investment Advisory firm owned by the largest CPA firm based in the South – Dixon Hughes Goodman LLP (DHG). We were formed to offer both DHG and non-DHG clients a unique wealth management experience, combining the highest ethical standards with truly caring, highly experienced investment professionals who use Modern Portfolio Theory, a Nobel Prize winning investment methodology – a total process we call More Principled Wealth Management®. Our clients are individuals and families, trusts, businesses and retirement plans. We invite you to look around our website (www.dhgwa.com) and discover: • Who we are • What we believe • How we manage your wealth • What we’re currently thinking (read our blog!) • Where we live

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Dixon Hughes Goodman Wealth Advisors LLC is an independent, fee-only Registered Investment Advisory firm owned by the largest CPA firm based in the South – Dixon Hughes Goodman LLP (DHG). We were formed to offer both DHG and non-DHG clients a unique wealth management experience, combining the highest ethical standards with truly caring, highly experienced investment professionals who use Modern Portfolio Theory, a Nobel Prize winning investment methodology – a total process we call More Principled Wealth Management®. Our clients are individuals and families, trusts, businesses and retirement plans. We invite you to look around our website (www.dhgwa.com) and discover: • Who we are • What we believe • How we manage your wealth • What we’re currently thinking (read our blog!) • Where we live

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Country

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State

North Carolina

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City (Headquarters)

Asheville

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Employees

11-50

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Founded

2000

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Vice President - Investment Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Retirement Plan Services Practice Leader / Advisor

    Email ****** @****.com
    Phone (***) ****-****

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