Your financial life is about more than investments—it's about the people you care for, the goals you're pursuing, and the legacy you hope to leave behind. We work closely with individuals, families, and business owners to bring investment strategy, tax-effective planning, risk management, and long-term priorities together in a coordinated wealth plan built around what matters most to you.
Our Culture of Service - Working to Exceed Your Expectations
Exceptional service isn't something we say—it's how we work every day. We place you and your family at the center of every decision, building lasting relationships through responsiveness, proactive communication, and genuine care.
Custom Wealth Planning That Starts With You.
Serving a select group of clients whose financial lives require a higher level of expertise, coordination, and care.
Credentials & Awards
Juston Dobbs is a CERTIFIED FINANCIAL PLANNER® professional. CFP® professionals complete rigorous education, examination, experience, and ethics requirements to earn one of the most respected credentials in the financial planning profession.
As a Certified Divorce Financial Analyst® (CDFA®), Juston Dobbs helps clients understand the financial implications of divorce settlement decisions, evaluate their options, and navigate the complexities that often accompany the process. He provides clarity around critical financial issues, helping clients make informed decisions with greater confidence as they prepare for the next chapter of their lives.
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. View additional disclosures
2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 - 12/31/23 (Source: AdvisorHub). View additional disclosures
Juston Dobbs has been named to the Wells Fargo Advisors Platinum Council for each year 2011 – 2013 and then each year 2019 – 2026. 2024 – 2026: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. 2011 – 2023: The Platinum Council (previously known as Premier Advisor). The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
Your Financial Goals Deserve a Thoughtful Plan.
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