What makes us different is what could make us right for you

You want to be in tune with your finances and have confidence in your investment strategies. Above all, you want to know that your goals are on track. At Dogwood, we understand money. But, most importantly, we understand people. We are a relationship-based financial firm, committed to partnering with our clients to better understand their needs, their lives and their goals. Listening, understanding, connecting – it's what makes us stand out.

Without consultation, plans are frustrated,
but with many counselors they succeed.

― Proverbs 15:22 ―



1100 Peachtree Street, Suite 325 // Atlanta, GA 30309 // Phone: 404.500.0155 // Toll-Free: 844.977.6937 // Fax: 404.500.0158 // Map and Directions