Shetland Wealth Advisors is a boutique financial advisory firm that was founded in 2020 just outside of Boston. Since our inception, we have experienced significant growth and expanded our services to clients across the country. Today, we are headquartered in Center Valley, PA, strategically located to serve clients nationwide.

Our founder and CEO, Kevin Dodgson, is a highly respected professional in the financial industry. With his expertise as a Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA), Kevin brings a wealth of knowledge and experience to our team.

At Shetland Wealth Advisors, we are committed to providing exceptional financial planning and investment management services to help our clients achieve their financial goals. With our client-focused approach and dedication to delivering personalized solutions, we have built a strong reputation for excellence in the industry.

Partner with us for professional business valuation services and gain a clear understanding of your business's value. Our expertise, combined with our comprehensive suite of services, allows us to provide holistic guidance and support for all your business needs. Contact us to learn more about our business valuation service and how it can benefit your organization.