WHAT DO YOU CARE ABOUT MOST?
We want to guide you to peace of mind and confidence in your finances so you can focus on what you care about most.
WHAT TO LOOK FOR
When it comes to choosing a financial advisor, you should know what they value.
THE GREAT WEALTH TRANSFER
Our country is in the beginning stages of a massive generational wealth transfer. Are you prepared?
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.
Leaving Your Lasting Legacy
Questions to Consider When Buying a Vacation Home
Dog Bites and Homeowners Insurance
"Financial freedom is available to those who learn about it and work for it."
- Robert Kiyosaki
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Look before, or you’ll find yourself behind."
- Benjamin Franklin