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Insights

Niche Client Focus DHG Wealth Advisors specializes in serving a diverse client base including individuals, families, trusts, businesses, and retirement plans, presenting an opportunity to offer tailored financial products and succession planning services.

Technology Utilization The firm leverages popular tech tools such as Google Analytics and ASP.NET, indicating openness to innovative digital solutions and fintech integrations that could enhance client engagement and operational efficiency.

Active Investment Strategies Their recent investment activity in stocks and ETFs like Keysight Technologies and Vanguard Tax-Exempt Bonds suggests a focus on diversified asset management, opening avenues for advanced investment platforms and analytical tools.

Growth Potential With revenue estimated between one and ten million dollars and a relatively small team, there is significant scope for scalable financial services, wealth management technology solutions, or client acquisition tools to support expansion.

Alignment with Industry Leaders Targeting comparison with large firms like Northwestern Mutual and Fidelity, DHG Wealth Advisors presents opportunities to introduce tailored compliance, reporting, or CRM solutions designed for mid-sized investment advisory firms.

DHG Wealth Advisors Tech Stack

DHG Wealth Advisors uses 4 technology products and services including Google Fonts API, jQuery, Google Analytics, and more. Explore DHG Wealth Advisors's tech stack below.

  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • Microsoft ASP.NET
    Web Frameworks

Media & News

DHG Wealth Advisors's Email Address Formats

DHG Wealth Advisors uses at least 1 format(s):
DHG Wealth Advisors Email FormatsExamplePercentage
First.Last@dhgwa.comJohn.Doe@dhgwa.com
50%
First.Last@dhgwa.comJohn.Doe@dhgwa.com
50%

Frequently Asked Questions

What is DHG Wealth Advisors's official website and social media links?

Minus sign iconPlus sign iconDHG Wealth Advisors's official website is dhgwa.com and has social profiles on LinkedIn.

What is DHG Wealth Advisors's SIC code NAICS code?

Minus sign iconPlus sign iconDHG Wealth Advisors's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does DHG Wealth Advisors have currently?

Minus sign iconPlus sign iconAs of December 2025, DHG Wealth Advisors has approximately 28 employees across 1 continents, including North America. Key team members include Ex Everything: K. S.Financial Advisor: C. T.Financial Advisor: C. T.. Explore DHG Wealth Advisors's employee directory with LeadIQ.

What industry does DHG Wealth Advisors belong to?

Minus sign iconPlus sign iconDHG Wealth Advisors operates in the Investment Management industry.

What technology does DHG Wealth Advisors use?

Minus sign iconPlus sign iconDHG Wealth Advisors's tech stack includes Google Fonts APIjQueryGoogle AnalyticsMicrosoft ASP.NET.

What is DHG Wealth Advisors's email format?

Minus sign iconPlus sign iconDHG Wealth Advisors's email format typically follows the pattern of First.Last@dhgwa.com. Find more DHG Wealth Advisors email formats with LeadIQ.

When was DHG Wealth Advisors founded?

Minus sign iconPlus sign iconDHG Wealth Advisors was founded in 2000.

DHG Wealth Advisors

Investment ManagementNorth Carolina, United States11-50 Employees

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

Section iconCompany Overview

Website
dhgwa.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5239 - Other Financial Investment Activities
Founded
2000
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    DHG Wealth Advisors's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    DHG Wealth Advisors's revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    K. S.
    Ex Everything
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. T.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. T.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. E.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. P.
    Financial Advisor
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    W. L.
    Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. W.
    Executive Assistant
    Phone icon
    Mobile Phone

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