Gavin & Dolliver Wealth Advisors

Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Advisors

Robert Dolliver

Robert Dolliver

CFP®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Robert Dolliver's website
Michael Samuelson

Michael Samuelson

CRPC®, APMA®

Financial Advisor

Visit Michael Samuelson's website
Christopher Copenhaver

Christopher Copenhaver

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Christopher Copenhaver's website

Team

Erin Sullivan

Erin Sullivan

Client Service Manager

Sydney Rousseau

Sydney Rousseau

Client Service Coordinator