FORVIS Wealth Advisors

Dixon Hughes Goodman Wealth Advisors LLC is an independent, fee-only Registered Investment Advisory firm owned by the largest CPA firm based in the South: Dixon Hughes Goodman LLP (DHG). We were formed to offer both DHG and non-DHG clients a unique wealth management experience, combining the highest ethical standards with truly caring, highly experienced investment professionals who use Modern Portfolio Theory, a Nobel Prize winning investment methodology: a total process we call More Principled Wealth Management®.

• We can offer most mutual funds at net asset value, turning load funds into no-load funds
• Affiliation with Dixon Hughes Goodman LLP gives you access to the resources of the largest CPA firm based in the South
• Wealth management, designed to provide both peace of mind and financial security

• Jason Lunsford
  Practice Leader/Senior Financial Advisor
  Phone: (304) 342-0563
  Send an Email

United Bank building, 8th floor