With You...on your journey to financial freedom

No matter where you are in your life’s journey, it's important to have a plan in place to help accomplish your goals.

With our personalized approach and over 30 years of experience, our team provides comprehensive wealth planning strategies that extend beyond traditional investment management. Our total wealth planning approach helps you gain a 365-degree perspective on your financial life.

Who We Help

Serving a community of successful individuals and families.

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Comprehensive Plans

Providing holistic financial guidance to help you navigate the future.

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Team Approach

Working collaboratively together, we go farther for you.

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Financial Insights

Wells Fargo Investment Institute - 2020 Outlook, A Call for Resilience

2019 was largely characterized by a tug-of-war between substantal geopolitical drags and offsetting global monetary policy easing. Read More

Working with a Financial Advisor with the CFP® Certification

Education. Experience, Ethics.  Juston obtained his CERTIFIED FINANCIAL PLANNERTM certification in 2007. To earn the CFP® designation, Juston had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. As a CFP® Professional, Juston adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

As a CFP®, Juston takes the time to help you address all of your financial concerns so that you can focus on what’s most important in your life.

In The Community

Dobbs Wealth Management Group sees community service as a norm. We are an established team serving the wealth management needs of our community. From serving on school boards to participating in charity events, we get the whole family involved to help make true impact in the areas we deeply care about. Learn More