fee-Only Fiduciary Retirement PlanningYour Life. Your Wealth. Connected.

Retirement can bring several decisions into focus at once. The choices you make about your money can shape the life you want to support.

Dovetail begins with what matters to you and connects it to the financial decisions ahead.

Your Dovetail advisor helps you understand your choices, make decisions, and adjust your financial plan as your life changes.

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Connected Retirement Planning

Your Life and Financial Decisions Affect One Another.

Your life, your resources, and the decisions ahead are connected. A change in one can affect what another decision needs to accomplish.

Dovetail helps you see those connections and decide what needs attention now.

Your advisor also helps you identify what can wait and what may need to be revisited as circumstances change.

Human-First Financial Guidance®

Financial Guidance Starts With What Is Happening in Your Life.

Your goals and concerns give the financial work its purpose. Your relationships and responsibilities belong in that understanding too.

Your advisor begins by listening to what matters to you and what prompted the conversation. Together, you look at how your life and financial resources affect one another.

That understanding guides the analysis, the choices you discuss, and the financial steps that follow.

You decide which tradeoffs fit the life you want to support.

Learn about Human-First Financial Guidance®

From Understanding to Ongoing Planning

Financial Guidance Should Help You Understand, Decide, and Adjust.

Your advisor connects what matters in your life with the financial choices ahead.

Together, you examine the tradeoffs, decide how to move forward, and identify the financial steps that follow.

Ongoing Financial Guidance

Guidance Continues as Life and Finances Change.

  1. Start with what is happening.

    Your goals, concerns, and current facts shape the decisions.

  2. Understand the choices.

    Your advisor explains how the choices connect, what each path may change, and the tradeoffs involved.

  3. Decide what fits.

    You and your advisor work through the tradeoffs together so you can decide how to move forward. Your advisor then helps coordinate the financial steps that follow.

  4. Revisit when life changes.

    New circumstances can reshape the questions and the financial steps ahead.

That brings you and your advisor back to the beginning: understanding what matters now.

A financial plan remains useful when it can respond to new priorities, changing circumstances, and updated financial facts.

Your advisor helps connect those changes to the decisions that follow.

See how retirement planning works at Dovetail

Dovetail Financial

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. Team members stay familiar with your plan so they can help without asking you to start over.

Fee-only fiduciary advice

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

One advisor, supported by the Dovetail team

Your primary advisor leads the relationship. When a question or need arises, the broader team helps your advisor respond without changing who leads your relationship.

In-person and virtual meetings

Dovetail has offices in Wilmington, North Carolina, and Duluth, Georgia. You can also meet with your advisor virtually.

Learn more about Dovetail

Different Lives. Different Priorities.

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

Dovetail works primarily with married couples and single women planning to retire within the next five years or already living in retirement, typically with $1 million or more in retirement and investment assets.

From its Wilmington office, Dovetail serves clients across Southeastern North Carolina.

Each person or couple brings a different history and different relationships. They may also have different responsibilities and different ideas about what money should make possible.

Those differences shape the financial questions that need attention and how your advisor helps.

You decide what you want your resources to support.

Start With a Conversation

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 lead your relationship.