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Wealth Management

Individuals and business owners are constantly forced to evaluate and assimilate information in order to grow, plan, and protect their future.  At Dixon Hughes Goodman, we strive to meet the totality of our current and prospective clients’ financial needs. Through our comprehensive wealth management practices, we are able to provide a consultative approach to managing wealth, financial planning, and risk.

Dixon Hughes Goodman Wealth Advisors

Dixon Hughes Goodman Wealth Advisors LLC offers tailored wealth management services to individuals, families, trusts, and businesses.  Incorporating investments, retirement planning, estate planning, and tax planning, we strive to offer a seamless, ethical wealth management experience.

Comprised of principled and credentialed investment professionals, our fee-only Registered Investment Advisory firm manages over $1 billion in assets in fourteen offices throughout North Carolina, South Carolina, Florida, Tennessee, and West Virginia. 

Visit the Dixon Hughes Goodman Wealth Advisors web site here

Dixon Hughes Goodman Agency

Dixon Hughes Goodman Agency LLC provides objective, unbiased counsel to help individuals and business owners develop a strategic Risk Management Plan.  We sift through the products and plans offered by the most reputable insurance providers, and work with your accountant, attorney, and financial planner to help build a solid, secure plan.

We believe Risk Management Planning is more than insurance transactions, but a long-term relationship that continues to track your needs, circumstances, and priorities to ensure you maintain the most relevant and necessary safety net.

Visit the Dixon Hughes Goodman Agency web site here

Our Offerings
  • Estate Planning
  • Trust Planning
  • Gift Planning
  • Tax Planning with Insurance Trusts
  • Overall Wealth Asset Transfer Strategies
  • Business Valuation
  • Succession Planning


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