Partnering to define, design, and build your financial future.

DeVita Kavanagh Dotson team photo

Our mission is to provide clarity to our clients' financial pictures. We help them crystalize their dreams and then design a financial plan to allow them to get there. Whether it's retiring with dignity, ensuring that those they love are taken care of, or passing assets to the next generation in the most tax-efficient manner, we will strive to help our clients achieve those goals.