Dogwood Wealth Advisors

Dogwood Wealth Advisors is a wealth management firm in Stonecrest, GA, located at 1100 Peachtree St NE #325. The firm provides financial guidance to individuals, families, business owners, and electric membership cooperatives. Services include wealth accumulation planning, retirement planning, Social Security and tax planning assistance, and wealth transfer strategies. They also offer education funding strategies using 529 college savings accounts, Coverdell education savings accounts, and specialized trust vehicles. The firm provides insurance alternatives such as life insurance, long-term care insurance, and annuities. They assist in establishing and managing retirement plans, including SIMPLE IRAs and nonqualified deferred compensation plans, while helping plan participants understand their benefits.

The firm operates with a relationship-based approach, focusing on understanding the specific needs and goals of their clients. Their team has more than 60 years of combined experience in financial services and relationship management. They work with clients to create customized financial plans that involve analyzing personal goals, current financial situations, and risk tolerance. This process includes collaborating with other professional advisors, such as accountants and attorneys, to ensure a coordinated strategy. For corporate clients, they assist in establishing and managing retirement plans, including SIMPLE IRAs and nonqualified deferred compensation plans, while helping plan participants understand their benefits.

Founded in 2014, the firm was established by Rich and Craig, who previously served as Retirement Plan Directors at Morgan Stanley. Their team includes Alyssa, who manages client service and back office operations, as well as financial education programs for corporate clients. Dogwood Wealth Advisors utilizes research and resources through Raymond James Financial Services to execute client strategies and provides ongoing reporting and periodic reviews to monitor progress.

Dogwood Wealth Advisors provides personalized wealth management and retirement plan services to the Stonecrest community.

BizScoreAI gives Dogwood Wealth Advisors an Authority score of 75 out of 100. This measures whether the website shows who is behind the business, a trust signal AI assistants and search engines weigh when deciding whom to recommend. The firm also receives a Performance score of 71 out of 100. This measures how quickly the website loads, which keeps visitors on the page and is one of the factors search engines use in ranking.