Fee-only fiduciary retirement planningYour Life. Your Wealth. Connected.

Dovetail provides ongoing retirement planning and investment management for people planning to retire within the next five years or already retired.

We begin with what matters to you and what you want help deciding. Your advisor connects that understanding with financial analysis, clear recommendations, and help carrying out your decisions.

Headquartered in Wilmington, we serve Southeastern North Carolina. We also have an office in Duluth, Georgia, and work virtually with clients across the country.

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Your Life and Financial Decisions Affect One Another.

Retirement may bring choices about work, income, your home, or helping family. Understanding how those choices affect one another helps you consider what your money can make possible and what you want to protect.

We work primarily with married couples and single women, including widows. Clients typically have $1 million or more in retirement and investment assets. This describes the clients we usually serve; it is not a formal account minimum.

Financial Guidance Starts With What Is Happening in Your Life.

Human-First Financial Guidance® begins with understanding you: your priorities, concerns, relationships, and responsibilities. You do not need a settled retirement date or a complete list of goals to begin.

What we learn about you shapes the financial questions we examine. What the analysis reveals may open up a possibility, show a tradeoff, or confirm that an existing choice still fits.

Your advisor explains the recommendation, its reasons, and the uncertainties that matter. If a choice could put something important to you at risk, we say so. You have room to ask questions, disagree, and decide what fits your life.

Learn about Human-First Financial Guidance®

Guidance Continues as Life and Finances Change.

Your advisor helps you understand what needs attention, decide how to move forward, and coordinate the financial steps.

Life also brings new decisions. We review what has changed, what it means for your plan, and which earlier decisions still serve you.

See how retirement planning works at Dovetail

A Primary Advisor Leads Your Ongoing Planning Relationship.

You work with one primary advisor who gets to know you, leads the planning, and provides ongoing financial guidance. The broader Dovetail team supports your advisor and helps coordinate the financial steps.

Dovetail is a fee-only registered investment adviser, paid through advisory fees rather than product commissions. Your advisor has a fiduciary duty to put your interests first.

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Your Financial Plan Should Reflect the Life You Want to Support.

You may make decisions on your own or with someone else. Each person brings different experiences, responsibilities, and ideas about what money should make possible. Those differences belong in the planning.

What Would You Like Help With?

Your first call is with Bryant Lester, CFP®. He will ask what prompted you to reach out and what you want help thinking through.

If it makes sense to continue, Bryant will introduce you to Ross or another Dovetail advisor who may become your primary advisor.

Schedule an Introductory Call

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