Connect with Top-Rated Financial Planners in Davidson!

A professional business advisory firm is located in the Charlotte Metro Region and serves clients across the Carolinas and the Southeast U.S. The firm has years of expertise in areas such as M&A, succession, exit planning, valuations, estate planning, trust services, and CFO support.

DHFS Wealth Management is an independently owned financial consulting firm offering dedicated personalized service to our clients since 1996. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. Our individual and corporate philosophy is to provide each client with professional and individual advice to help create a higher degree of financial success. Whether you are just starting to save for your future, or are a seasoned investor, DHFS Wealth Management has the financial management experience to direct you towards reaching your objectives. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs.