Dogwood Investment Advisors
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ABOUT US

Boutique Wealth Management Firm


Dogwood Investment Advisors is an independent Registered Investment Advisory firm headquartered in Northbrook, IL. We provide independent, objective investment advice to high net worth individuals, families and businesses. 

Partnering with Dogwood Investment Advisors will provide financial clarity and confidence, inspiring you to achieve your goals and provide peace of mind knowing you have a personal investment advisor working on your behalf.

Our mission is to provide our clients with direct access to expert financial management and investment counsel.
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"The successful investor is usually an individual who is inherently interested in business problems"   --  Philip Fisher

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Dogwood Holdings, LLC (dba Dogwood Investment Advisors) is a State of Illinois Registered Investment Adviser.
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  • About
  • Values
  • Approach
  • Our Team
    • Leadership
    • Partners
  • Contact
  • Client Login
    • Dogwood Wealth Management System
    • Fidelity Login