There are many retirement plans options available to self-employed small business owners, and it is hard to choose the one that fits you best. We have put together a summary of the most current retirement plans and when we recommend each retirement plan.Read More
LPL Financial has named Andrew Dodds, an LPL Financial-affiliated advisor at Dodds Wealth Management Group, to its elite Executive Council for 2019. Achievement is based on annual production among LPL Advisors only.Read More
Andrew Dodds was recently recognized by Forbes magazine as one of the 2018 Best-In-State Wealth Advisors for Colorado.
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 records, 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. Nether Forbes nor SHOOK Research receives a fee in exchange for rankings.Read More
LPL Financial has named Andrew Dodds, an LPL Financial-affiliated advisor at Dodds Wealth Management Group, to its elite Executive Council for 2018. Achievement is based on annual production among LPL Advisors only.Read More
Dodds Wealth Management Group founder Andrew Dodds has been named to 2017 edition of the Financial Times Top 400 Financial Advisers.
The FT Times 400 2017 is based on representatives with basic qualifications of 10+ years of experience and $200 million or more in assets under management. The advisors are then graded on six broad factors and calculated a numeric score for each advisor. Areas of consideration include advisor AUM, asset growth, years of experience, industry certification, compliance record, and online accessibility. No more than 65% of a rep’s assets can be institutional. Only those who applied were considered.Read More