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FORVIS Wealth Advisors Financial Services

500 Virginia St., E- Ste. 810
Charleston, WV 25301
(304) 342-0563 | (866) 708-0597
Fax: (304) 342-0579
Click here to visit Dixon Hughes Goodman Wealth Advisors' website
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United Bank building, 8th floor
M-F, 8am-5pm

who to contact

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

about us

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®.

highlights
Charleston Area Alliance
www.charlestonareaalliance.org