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  • Bill Laird
    Named Co-Chief Investment Officer
    of DHG Wealth Advisors
  • COVID-19 Preparedness
    Visit the DHG COVID-19 page for the latest updates

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  • your peace of mind
    is our priority
  • unbiased advice
    to provide financial clarity
  • service is at the heart
    of what we do
  • key principles
    for pursuing a better investing experience
  • a collaborative approach
    to help you create the life you want

more principled wealth management™

Our passion is to enrich clients’ lives by providing financial clarity. Our relationship will be built on trust and service, not volume or individual transactions. Over time, we’ll demonstrate the value of patient, disciplined long-term investing, giving you peace of mind through changing economic cycles.

what makes us unique

DHG Wealth Advisors is a fee-only Registered Investment Advisor, and we take a wholistic approach to wealth management that emphasizes the importance of planning and managing your overall financial risk, not just investments. We help you achieve financial clarity through:

  • Personalized client service
  • Objective investment advice using an academically-based methodology
  • Full fee disclosure and accountability
  • Comprehensive services backed by DHG’s full scope of professional resources

client 

experience

Our dedication to service beyond the expected sets DHG Wealth Advisors apart.

Our Services >

who we are

Our experienced financial advisors and collaborative approach to working with you helps achieve your individual goals for financial peace of mind.

About Us >

integrated insights

Check out our quarterly newsletter, blog posts and podcast to learn more about how we can help you.

Read More >

who we serve

Learn how DHGWA has helped clients like you across a spectrum of scenarios.

View Case Studies >
Website Disclosure

All content on our website is for informational purposes only. It is not intended to be a complete description of our services. The information is believed accurate as of the time it is posted and may become inaccurate with the passage of time. The information should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. We may show examples of services we have provided to clients. Those examples are not intended to convey the experience of those clients or any testimonial or representation about whether those clients were satisfied with our services. The services, securities and financial instruments on this website may not be available to or suitable for you. Any investment or financial planning strategies described on this website may not be appropriate for your circumstances. The value of securities and financial instruments or income derived therefrom may rise and fall due to many factors, including market factors and manager skill. All investments involve risk and you may lose money following an investment strategy described on this website. Nothing on this website should be seen as implying any guaranteed performance or rate of return. Past performance does not guarantee future performance.

There is additional information about DHGWA contained in its ADV Brochure, which we are happy to provide you at no cost. Please contact Kevin Broadwater at 828.236.5801 or kevin.broadwater@dhgwa.com.