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James Baley / Financial Advisor

Prior to joining DHG Wealth Advisors, James had over fourteen years of hands on experience working with clients as a CPA in Dixon Hughes Goodman’s tax practice and as an attorney practicing law with a well-regarded Asheville firm. He has significant experience in the areas of estate and trust planning and administration, tax planning and tax controversy, and many other issues which arise in the context of business succession and multi-generational family wealth planning. As a wealth advisor, James assists clients with wealth management and financial planning, leveraging his background to simplify complex issues and help clients reach their most important goals.