Dogwood Health Advisors

Welcome to Dogwood, a relationship-based financial firm dedicated to understanding our clients' needs, lives, and goals. We believe that the key to successful financial planning is not just about the money, but about the people involved. At Dogwood, we are committed to partnering with our clients to better understand their unique financial situations and aspirations.

Our History

Our team has over 60 years of combined experience in financial services and relationship management. We understand that financial guidance is only as good as it is understandable. Therefore, we choose to communicate in a straightforward manner, ensuring that our clients are always comfortable with the advice they receive. Our mission is to provide transparent, accountable, and responsive financial services, making sure our clients' financial goals are clear and achievable.

Our Process

We operate under a set of guiding principles that focus on client service, flexibility, teamwork, community involvement, integrity, and positive leadership. Our goal is to provide reliable financial guidance and utilize our capabilities to adapt to the changing financial environment. We believe in empowering our clients with the knowledge and tools they need to make informed financial decisions.

About Raymond James

Dogwood Wealth Advisors is an independent financial firm affiliated with Raymond James Financial Services, Inc., a member of FINRA and SIPC. Our affiliation with Raymond James allows us to offer a wide range of investment products and services to our clients, while maintaining our independence and commitment to personalized client service.

Why Work with a CFP?

A Certified Financial Planner (CFP) is a professional who has completed a rigorous training program and has passed a comprehensive exam to demonstrate their expertise in financial planning. Working with a CFP ensures that you have access to expert advice and guidance tailored to your specific financial situation and goals. Our team includes experienced CFP professionals who are dedicated to helping our clients achieve their financial aspirations.

Our Clients

We serve a diverse range of clients, including individuals, families, corporate employees, and members of electric membership cooperatives. We understand that each client has unique financial needs and goals, and we are committed to providing personalized service and tailored financial strategies to meet these needs.

Our Services

Our services include corporate retirement plans, individual and family financial planning, employee financial services for electric membership cooperatives, and SmartVestor Pro services. We offer a comprehensive range of investment products and services, including retirement planning, investment management, estate planning, and more. Our goal is to provide our clients with the tools and guidance they need to achieve financial success and security.

Our Resources

We offer a variety of resources to help our clients stay informed and up-to-date on their financial situation. These resources include client access to their accounts, educational videos, and regular market updates. We believe that knowledge is power, and we are committed to empowering our clients with the information they need to make informed financial decisions.

Our Community

At Dogwood, we believe in giving back to our community. We are involved in various charitable initiatives and community events, and we encourage our clients to get involved as well. We believe that by working together, we can make a positive impact on our community and help create a brighter financial future for everyone.