Dobbins Capital Management is a highly reputable financial firm that offers a wide range of personalized services to help clients achieve their financial goals. With a team of experienced advisors, the firm provides comprehensive financial planning, investment strategies, and ongoing monitoring and adjustment of portfolios. They also offer financial education and guidance to help clients make informed decisions about their money.
The firm operates on a fee-only structure, ensuring their advice is always unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management, aligning their success with that of their clients. Dobbins Capital Management caters to individuals, families, small business owners, and corporate clients, and discloses all necessary information and potential conflicts of interest through their registration with the SEC and detailed brochure.
Founded by John Dobbins, a seasoned financial advisor with over 30 years of experience, the firm is committed to building long-term relationships with clients based on trust, transparency, and exceptional service. They specialize in investment management, financial planning, retirement income planning, tax planning, estate planning, and insurance analysis for their diverse client base.
Dovetail Wealth Management, LLC is a reputable financial firm founded in 2005 by John Smith. With 15 years of experience in the industry, they have amassed $500 million in assets under management and serve a diverse set of clients. Their team of 10 advisors, holding professional certifications such as CFP and CFA, are well-versed in the latest industry trends and regulations.
The company offers a range of services including investment management, retirement and estate planning, tax planning, and insurance planning. They work closely with individuals, families, and businesses to understand their unique needs and provide customized solutions. As a fee-only firm, Dovetail Wealth Management, LLC charges a percentage of assets under management as their advisory fee, aligning their interests with their clients' growth.
Adhering to strict ethical standards and regulations, the firm operates under a fiduciary duty, always acting in the best interest of their clients. Their transparent business practices and strict code of conduct build trust and ensure client satisfaction. Overall, Dovetail Wealth Management, LLC is a reliable partner in helping clients achieve their financial goals.