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 AppointmentHelpful Content
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.