Financial Advisor in Colorado Springs
Just about everyone has an opinion on how to invest your money. At Dodds Wealth in Colorado Springs, our strategies center on the idea that every client is unique. We understand one strategy doesn’t fit everyone which is why we help you pursue your goals with personalized financial planning and a strong client/advisor relationship.
The Financial Advisors at Dodds Wealth act in a fiduciary capacity which means we’re held to a higher standard of care. Frankly, we wouldn’t want it any other way. You can trust we will act solely in your best interest at all times.
Dynamic Financial Planning Services
Your financial plan needs to adapt and evolve over time according to your life events. Marriage, divorce, children, career changes, new tax laws, market fluctuations, and many more events may require a new perspective on managing your finances in the best way to work toward your goals.
Our approach is client-centered so you are always in control. Whether you are investing to build wealth, protect assets, or ensure your legacy, we’ll focus on your needs and long-term goals. Our experienced financial advisors in Colorado Springs will help you plan for retirement and once you reach that stage, help you pursue your desired lifestyle.
Why Work with Us?
We understand the importance of trust in developing a successful long-term relationship. We also know trust must be earned. That’s why we’re proud to be a financial services company that embraces transparency. You can talk to our financial planners in Colorado Springs at any time and we’ll happily answer your questions. We want you to have a clear understanding of what’s going on with your finances. You will always have access to performance reports so you can track your progress towards your goals.
But don’t just take our word for it. We’re thrilled that Andrew Dodds was recognized in the top 15 of the Forbes Best-in-State Wealth Advisors list for Colorado in 2018-2020.*
How to Become a Client
Our first priority is helping you reach the aspirations you’ve set for yourself and your family. We want to understand more about your personal wants, needs and desires as well as your tolerance for risk.
Here is a brief look at the process of becoming a client of Dodds Wealth in Colorado Springs:
- Our first meeting is our chance to get to know you and what you are looking for in a financial advisor. The meeting is also an opportunity for you to meet us and learn more about our guiding principles.
- In the second meeting, we’ll evaluate your investments, estate plan, and insurance plan and develop a strategy to help you seek your financial goals.
- During the next two to six weeks, you can transfer any accounts to us that you’d like us to manage for you.
- The final step is simply our ongoing advisor/client relationship. We’ll provide you with quarterly performance statements, and an annual review. At any time, we’ll answer all your questions and help you position your investments for growth while using strategies for downside protection.
Our professional financial advisors in Colorado Springs are here for you. To learn more about Dodds Wealth or to get started with us, please complete the form below.
Contact our Financial Planning Firm in Colorado Springs
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*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance record, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.