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.
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Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Supporting Local Business In a Crisis
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.