Ross Marino, CFP^®

Founder and CEO

Dovetail Financial

210-4 Avondale Ave
Wilmington, NC 28403

FINANCIAL ADVISOR'S WEBSITE

www.dovetailfin.com

(910) 395-1991 CONNECT WITH Ross

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

My Links

Dovetail Financial

General

Ross Marino is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Dovetail Financial in Wilmington, NC and the surrounding communities.

Financial Advisor Overview

Dovetail Financial helps people nearing or living in retirement make clearer decisions when life and wealth affect each other. Many clients have worked hard, saved diligently, and now want help seeing how retirement decisions fit together. A tax question may affect income or Medicare costs. A family decision may change what should stay available later. A retirement spending decision may raise the question of what can be used now and what should remain flexible. We begin with your story, your priorities, and what matters most. Then we help clarify what can be decided now, what should be reviewed later, and how the financial pieces can support the life they are meant to serve.

Financial Advisor Experience

Ross Marino, CFP®, CeFT®, is the Founder and CEO of Dovetail Financial and creator of Human-First Financial Guidance®. He helps people nearing or living in retirement connect their lives and wealth so financial decisions become clearer, more personal, and easier to navigate. His work focuses on retirement decisions that rarely stand alone, including income, taxes, investment decisions, health and longevity questions, family support, and life transitions. He brings a human-first planning perspective to decisions that often carry both financial complexity and personal weight.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Life Planning, Retirement, Long-term Care, Sudden Wealth, Personal Taxes