DHG Wealth Advisors LLC

DHG Wealth Advisors LLC

Investment Management · United States · 11 - 50 Employees

DHG Wealth Advisors LLC is a United States headquartered business thats main business focus is Investment Management.

Overview

Type Privately Held
Founded Year 2000
Headquarters United States
Website http://dhgwa.com
LinkedIn https://www.linkedin.com/company/dixon-hughes-goodman-wealth-advisors-llc/
Headcount 11 - 50
Industry Investment Management
Description

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

Frequently Asked Questions

Where is DHG Wealth Advisors LLC located?

DHG Wealth Advisors LLC's headquarters are located at United States.

What is DHG Wealth Advisors LLC's official website?

DHG Wealth Advisors LLC's official website is http://dhgwa.com.

How many employees does DHG Wealth Advisors LLC have?

DHG Wealth Advisors LLC has 11 - 50 employees.

What industry does DHG Wealth Advisors LLC belong to?

DHG Wealth Advisors LLC is in the industry of Investment Management.

How do I contact DHG Wealth Advisors LLC?

DHG Wealth Advisors LLC contact info:
Website: http://dhgwa.com

What is DHG Wealth Advisors LLC's company type?

DHG Wealth Advisors LLC is a Privately Held company.

Employees

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Tricia Highfill

Administrative Assistant

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Ellen Lindh

Financial Advisor

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Amy Manning

Financial Advisor

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Dave Koppenheffer

Financial Advisor

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Philip Moser

Financial Advisor AT DHG Wealth Advisors LLC

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Suzanne Holbert

Director/VP CPA/PFS

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Jason Lunsford

Retirement Plan Services Practice Leader / Advisor

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David Crpc

Financial Advisor

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Ashley Israel

Director, Financial Advisor

Phone Email

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