DHG Wealth Advisors Employee Directory
Investment ManagementNorth Carolina, United States11-50 Employees
DHG Wealth Advisors is an independent, fee-only registered investment adviser based in Asheville, North Carolina. It is owned by Dixon Hughes Goodman LLP, the largest CPA firm in the South, and serves both DHG and non-DHG clients. The firm pursues an ethical wealth management approach guided by experienced investment professionals who apply Modern Portfolio Theory, with more information available at dhgwa.com. Its client base includes individuals and families, as well as trusts, businesses, and retirement plans. The company operates within the investment management industry as a specialized advisory service emphasizing principled asset management. The organization describes itself as a small-to-mid-sized team offering personalized service to both private clients and institutional accounts.