Family Strong. Since 1979.
One thing you’ll notice about us right away – we’re a family business with a strong family atmosphere. Pat Dodds founded Dodds Wealth Advisors in 1979. Since then, both the family and company have grown tremendously. The key to our success, we think, is that we treat our clients as being a part of our extended family. We take great care to get to know them and their individual needs and goals. Then we work together, with more than 100 years of combined financial and retirement planning experience, to “exact fit” a plan to their needs. And we’d be happy to do the same for you.Schedule an Appointment
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Making the most of surprises is a great reason to work with us.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
For homeowners who think their property taxes are too high, there are ways to appeal.
Second marriages are a trigger event to revisit any existing estate strategies.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Understanding the cycle of investing may help you avoid easy pitfalls.
With alternative investments, it’s critical to sort through the complexity.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”