Investment Management

DHG 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. 

Learn more about DHG Wealth Advisors here

 

DHG 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.

Learn more about DHG Agency here

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DHG | Dixon Hughes Goodman
Will Sneed Named President of DHG Wealth Advisors
Effective June 1, 2017, Will Sneed was named President of DHG Wealth Advisors (DHGWA). Formed in 2000, DHG Wealth Advisors LLC is an independent, fee-only
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IRS Offers Tax Relief for Victims of Hurricane Florence

The Internal Revenue Service (IRS) announced on September 15 that Hurricane...
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DHG Receives “Best of the Best” Recognition from INS...

Charlotte, N.C., August 20, 2018 -...
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SEC Amends Smaller Reporting Company Thresholds

On June 28, 2018, the SEC voted to increase the...
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