Dovetail Financial

Dovetail Financial is a client-centered financial planning firm located in Wilmington, NC, dedicated to crafting personalized strategies that align with your unique financial story. Emphasizing a human-first approach, Dovetail believes that financial planning is not just about numbers but about understanding your dreams, worries, and life experiences. Their team of certified financial planners offers a comprehensive suite of services, including retirement planning, tailored investment management, tax-efficient strategies, estate and legacy planning, and risk management.

Each strategy is designed to evolve with you, ensuring that you maintain financial security as life circumstances change. Founded by Ross Marino, the firm prides itself on fostering meaningful conversations that lead to clarity and confidence in managing wealth. With a commitment to reduce financial stress and empower clients, Dovetail Financial helps you connect your life with your financial goals, allowing you to focus on what truly matters.

Let them assist you in navigating life's financial complexities with tailored guidance