I’m Kevin Dodgson, Founder & CEO of Shetland Financial, a firm I created in Center Valley, PA. with the goal of bringing together accounting and wealth management services to support individuals, business owners and high-income families.
As both a Certified Public Accountant (CPA) & Registered Investment Advisor (RIA), I help clients align their tax strategies, financial planning and long-term wealth goals for a more secure future.
I started my career in public accounting, building a strong foundation in tax & advisory work. I launched Shetland Financial to simplify the often-fragmented world of financial advice by combining tax planning & wealth management, so all elements work together more effectively.
Today, my focus is on proactive tax strategies, retirement & cash flow planning, and helping clients turn income into lasting wealth. I am passionate about helping people create long-term financial security. I’d love to connect with you or anyone in your network that could use a helping hand.