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About Us

Why We're Here

Why We're Here

Many people work with multiple financial professionals. Then they're left to connect the dots themselves, hoping everyone's advice lines up. That disconnect can sometimes cost people money and create unnecessary stress. 

We started Security Planning Advisors to fix that problem. Founded by Dwayne Dills, who has been securities licensed since 2003, this firm brings financial planning, investment management, and tax planning under one roof. When your tax plan informs your investment decisions, and your financial plan accounts for tax implications, everything is aligned towards helping you pursue your goals.  It's really that straightforward.

Serving Western North Carolina

We work with individuals and business owners throughout Western North Carolina who need comprehensive financial guidance. Some clients are just starting to build wealth. Others are transitioning into retirement. Some run businesses and need planning that accounts for both personal and business finances. The common thread is recognizing that personal financial decisions require looking at the full picture, not just isolated pieces.

What Drives Us

Benjamin Franklin said, "A failure to plan is a plan to fail." That quote guides how we approach every client relationship. Good intentions don't create financial confidence. Clear plans, executed with competence and adjusted when needed, do.

 

Our commitment to competence, diligence, integrity, fairness, and professionalism isn't just language for a website. It's the standard we hold ourselves to in every client interaction, every recommendation we make, and every piece of advice we give. You've worked hard for what you have. Our job is to help you make the most of it.

Who We Are Our Team

A proactive financial advising firm committed to partnering with clients to uncover strategic insights, create unique financial visuals, and bring clarity to their financial lives.

Dwayne Dills

Dwayne M Dills, CPA, CFP®

Lead Planner & Owner

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Debra Ward

Debra Ward

Lead Office Assistant

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Karen Dills

Karen Dills

Bookkeeper

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Our Tools our Resources

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When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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Should I Accept a Free Credit Lock?

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.
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Contact Us Ready To Get Started?

If you're tired of piecing together advice from multiple sources, let's talk. Schedule a meeting, and we will discuss your situation, answer your questions, and show you what comprehensive planning actually looks like.

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