Skip to main content

menu

Home
Retirement Planning
Decisions
Insights
- Blog
About
- Our Philosophy
- The Dovetail Principles
Client Login
Contact Us

Client Login

Schedule a Conversation

No pressure and no presentation. Just a chance to talk about what is going on, what you are trying to decide, and whether Dovetail is the right fit.

Get Started Today

Dovetail Financial

Get in Touch

(910) 395-1991
connect@dovetailfin.com

Follow Us

Headquarters

210-4 Avondale Ave
Wilmington, NC 28403

Georgia Office
6340 Sugarloaf Pkwy, Suite 200
Duluth GA 30097

Quick Links

About Dovetail Financial

Retirement Planning
Who We Work With
Our Philosophy
Client Login
Schedule a Conversation

Dovetail Financial Group LLC provides fee-only financial planning and fiduciary investment management as a Registered Investment Adviser headquartered in Wilmington, NC. Advisory services are offered through Dovetail Financial Group LLC. Our team includes CFP® professionals. CRD #311298. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

Dovetail Financial ADV Form CRS

Dovetail Financial ADV Form 2A

© 2026 Dovetail Financial. All rights reserved.