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It's not just a strategy. It's personal.

At Dobson Wealth Management, we understand that wealth management is not a one-size-fits-all endeavor. It's a unique journey that needs careful attention and customized answers. We're here to help you through all of life's complicated financial situations with support, confidence, and clarity. 

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Our SERVICES

We are distinguished by our holistic approach to wealth. While many financial advisors limit their services to investment management, we understand that true financial well-being encompasses much more. Our comprehensive approach includes retirement planning, estate strategies, tax optimization, risk management, and much more.

RETIREMENT Planning

RETIREMENT Planning

Steps to consider, to pursue the retirement you want.

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Estate Strategies

Estate Strategies

Manage your affairs during your lifetime and beyond.

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Tax Optimization

Tax Optimization

Helping you understand your tax-efficient investment options.

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Risk Management

Risk Management

Insurance strategies to protect your family from potential risks. 

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OUR PROCESS

Embarking on your financial journey with us at Dobson Wealth Management is a deliberate and tailored experience that begins with a single step. Our procedure is designed to ensure that your financial objectives are harmoniously aligned with our dedication to excellence.

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Meet Our Team

Chris Dobson

Chris Dobson

President, Senior Financial Advisor

CHRIS.DOBSON@LPL.COM

Amy Wallace

Amy Wallace

Wealth Management Client Associate

AMY.WALLACE@LPL.COM

Kimberly Mellin

Kimberly Mellin

Wealth Management Client Associate

KIMBERLY.MELLIN@LPL.COM

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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Inflation & Retirement

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.
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Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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