We are a relationship-based firm, committed to partnering with our clients to better understand their needs, their lives and their goals. Our team has more than 60 years of combined experience in financial services and relationship management, so we certainly understand even the most complex investment concepts and the financial jargon that accompanies them. But all the financial guidance in the w
orld wouldn’t be any good to you if you couldn’t understand it. This is why we choose to talk in a straightforward manner – so you can be comfortable with the advice you’re getting. Our mission is to make sure that your financial goals are clear, and so is our plan for pursuing them. While we serve many individuals, families and corporate retirement plans, our greatest niche is serving the electric membership cooperatives (EMC) industry in the Southeast, where we focus on 401(k) plan and pension management at the corporate level, and financial planning and asset management for individual employees’ retirement accounts. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Dogwood Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.
