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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2020
- Office Locations
- 2
Office Locations
About Dovetail Financial Group LLC
Dovetail Financial is a human-first wealth management firm providing personalized financial planning and investment management, with deep support across retirement, tax planning, estate/legacy, and risk management. The team builds customized, tax-aware portfolios that incorporate public funds and ETFs and adapts guidance as clients’ lives change. Partner Ross Marino authored a retirement-transition guide, signaling an advice-led approach for life events.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GUY WILLIAM DOWDY
Chief Compliance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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MICHAEL DENNIS GIBLIN
Financial Planner
- CRD
- #2703417
JEFFREY KENNETH KIRKPATRICK
Financial Advisor
- CRD
- #3069597
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $295,251,165 | $334,752 |
| Non-Discretionary | $3,676,288 | $408,476 |
| Total | $298,927,453 | $335,497 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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