Business Details
Your Trusted Financial Partner in Atlanta
At Dogwood Wealth Advisors, we combine over 60 years of collective expertise in financial services with a relationship-driven approach to empower clients in achieving their financial goals. Our team prioritizes transparency, accountability, and accessibility, ensuring clients fully understand their investment strategies and feel confident in their financial plans. We specialize in crafting personalized wealth management solutions for individuals, families, and corporate clients, with a focus on long-term preservation and growth. Our commitment to community involvement and ethical practices underscores our mission to provide reliable guidance that aligns with each client's unique life circumstances and aspirations. Services
Asset Allocation
Estate Planning
Financial Planning
Retirement Planning
College Planning
Insurance and Annuities
Tax Minimization
Cash Flow Analysis
Liability Management
Risk Analysis
Highlights and features
- We have over 60 years of combined experience in financial services and relationship management.
- We provide straightforward, jargon-free financial advice tailored to client needs.
- We are a relationship-based firm with accessible, client-focused financial advisors.
- Our transparent wealth management strategies prioritize accountability and client education.
- We collaborate with clients to create personalized plans for long-term financial success.
Associations and certifications
- Investments & Wealth Institute
Services
Asset Allocation
Our asset allocation service creates diversified investment strategies tailored to your risk tolerance and financial goals. By balancing stocks, bonds, real estate, and alternative investments, we aim to optimize returns while managing volatility. This long-term approach helps clients pursue consistent growth across changing market conditions.
Estate Planning
We develop comprehensive estate plans to preserve your legacy and ensure smooth wealth transfer to future generations. Our strategies address tax efficiency, charitable giving, and family needs through trusts, wills, and specialized financial instruments tailored to your unique circumstances.
Retirement Planning
From accumulation to distribution, we guide clients through every retirement phase. Our services include 401(k) management, IRA optimization, Social Security planning, and tax-efficient income strategies to help ensure financial security throughout retirement.
Financial Planning
We offer holistic financial planning covering cash flow analysis, education funding, insurance needs, and tax strategies. Our comprehensive approach integrates all aspects of your financial life to create cohesive, long-term wealth management solutions aligned with your personal goals.
College Planning
Our college planning service helps families prepare for education expenses through 529 plans, custodial accounts, and specialized trusts. We balance education funding with other financial priorities to ensure both short-term needs and long-term goals are addressed effectively.
People
Craig A. Houck
Managing Partner
With over 20 years in financial services, Craig co-founded Dogwood Wealth Advisors in 2014. He holds CIMA and CRPS designations and focuses on creating structured financial plans that prioritize client comfort and long-term asset preservation.
Rich Schooley
Partner
As a founding partner, Rich brings extensive experience in relationship-based financial advisory services. He specializes in helping clients navigate complex investment decisions while maintaining a focus on personalized client service.
Jay Mackler
Financial Advisor
Jay provides tailored financial guidance with a focus on retirement planning and investment management. He emphasizes clear communication and client education to help individuals make informed financial decisions.
Alyssa Donaldson
Wealth Planner
Alyssa specializes in comprehensive financial planning, helping clients organize their financial lives through strategic wealth management solutions that address both immediate needs and future goals.
Erik Selness
Investment Strategist
Erik focuses on portfolio construction and asset allocation strategies, leveraging market insights to create diversified investment solutions that align with clients' risk profiles and financial objectives.
Questions
What services does Dogwood Wealth Advisors offer?
We provide asset allocation, estate planning, financial planning, retirement strategies, college savings plans, insurance solutions, and tax-efficient investment management tailored to individual and corporate needs.
How does Dogwood Wealth Advisors differ from other firms?
Our relationship-based approach prioritizes personalized guidance, transparency, and long-term client partnerships over generic financial products or one-size-fits-all solutions.
Do you specialize in retirement planning for specific industries?
We have extensive experience supporting employees of electric membership cooperatives with retirement plans and financial education programs.
Can I work with Dogwood Wealth Advisors if I'm not in Atlanta?
While based in Atlanta, we serve clients nationwide through virtual consultations and collaborate with professionals in all states where we are properly registered.
What is your investment philosophy?
We focus on diversified asset allocation strategies designed to balance risk and return based on individual goals, time horizons, and risk tolerance levels.
