©2008 Dixon Hughes Wealth Advisors LLC. All rights reserved.

Comprehensive Wealth Management Services

We offer a complete range of services, all based on a thorough analysis of your needs and a clear view of how to meet them.  These services include:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Education planning
- Tax strategies
- Insurance advisory services
- Family company advisory services
- Philanthropic advisory services

As important as these services are, we believe the principles that govern them are even more important.  What we do is manage wealth, but it’s the how and why that makes us unique.  See how that works with the things that make you unique, with a complimentary consultation.
 

MORE PRINCIPLED WEALTH MANAGEMENT
There are things we do in the course of our work and things we don’t do.  These are our principles.  They define the services we provide as a fee-only Registered Investment Advisor and help ensure our clients’ satisfaction with those services.  (More.)

  
 

MORE PRINCIPLED COMPENSATION
Our relationship with you is built on trust.  We build that trust by offering unbiased, objective investment advice—advice that avoids any appearance of impropriety and never subjects you to the conflicts of interest typically associated with commissioned or fee-based brokers or investment professionals.  (More.)

  
 

MORE PRINCIPLED AND RESOURCEFUL INVESTING
The principles of Modern Portfolio Theory guide our investments on your behalf.  Modern Portfolio Theory has shaped U.S. trust law and is a chosen approach of some of the world’s largest endowments, pension funds and foundations.  (More.)

  
 

MORE PRINCIPLED CLIENT SERVICE
Our relationship with you begins with a comprehensive evaluation of your goals.  We look at capital growth, fixed income, tax strategies, insurance requirements, college tuition, retirement and estate planning.  Understanding what you face in your life, we can build a portfolio that responds to your changing financial status, investment objectives and risk tolerance.  (More.)

  
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