CALIFORNIA CONSUMER

At the end of the day, we're here because we care about people. We want people to have peace of mind and be able to put their energy towards the things that they care about more than anything else. For most people, that is their family. This mission statement simply puts a name to what we do and why we do it... Providing Central Ohio and Northeast Florida with retirement planning, income planning, active portfolio management, estate and legacy planning, risk management, and proactive tax planning... 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..

Primary location: Jacksonville Beach United States