CPA & Fee-Only Financial Advisor in Center Valley, PA
Guided by Numbers, Driven by You. One CPA, CFA, CFP® for your taxes and your investments: a CPA firm and Registered Investment Advisor serving the Lehigh Valley and beyond. Fee-only and flat-fee, so you see the price before we start.
4.9 ★ Google rating · 38 reviews | CPA · CFA · CFP® | Fee-only fiduciary · no commissions | Flat fees, quoted up front
Work directly with Kevin Dodgson, CPA, CFA, CFP®. Meet Kevin · See our Google reviews
Google rating as of October 1, 2026, based on all 38 reviews posted on Google. Ratings are calculated by Google. Reviewers were not compensated. Reviews may not be representative of other clients’ experience.
For Individuals
We will handle your taxes with discretion and will show you how to make the most of your savings for your financial future.
Tax Planning & Preparation
Estate & Gift Strategies
Financial Planning
Wealth Management
Retirement Planning
For Businesses
From bookkeeping/payroll to CFO support & retirement planning, we help businesses of every size stay financially strong.
Bookkeeping & Accounting
Payroll
Fractional CFO
Business Retirement Plans
We are here to help you grow by providing expert guidance you can trust.
Start with a free Tax + Investment Coordination Review. We look at how your taxes and your investments fit together, and you leave with clear next steps whether or not you work with us.
Insights From Us
Articles and updates on Taxes, Business Accounting, Markets, Personal Finance, Economic Recaps & more.
Waypoint No. 3: Mid-Year Tax Check-In
Mid-Year Tax Check-In: 5 Moves Before June 30 Most people don’t think about taxes until April. But if you wait that long, many of your best opportunities are already gone. The window between now and June 30 is one of the most valuable, and most overlooked, moments in your financial year. Half the year has…
Waypoint No. 2: Who Actually Benefits From More SALT
SALT Deduction After OBBBA: Who Actually Benefits at $40K For the past several years, the $10,000 cap on state and local tax deductions has been one of the most consistent frustrations for clients in high-tax states. New Jersey income tax, Pennsylvania property taxes, Philadelphia wage tax. For many households, actual SALT liability was two or…
Waypoint No. 1: The Seven-Year Tax Window That Closes at 73
Waypoint No. 1 · May 2026 A Shetland Financial Publication Welcome to the first issue of Waypoint. As we mentioned in recent weeks, we are stepping back from weekly market commentary and toward something more useful: twice-monthly notes on the tax and planning decisions that actually move the needle. Our first issues covers Roth conversions….
Bear & Bull Bulletin – Week of May 1
📊 Weekly Market Recap S&P 500 return Year-to-date were approximately 5.62% S&P 500 3 month return were approximately 4.19% S&P 500 return over the past 5 days were approximately 0.91% This Week in the Markets – 3 Things to Know Following The Trend– The Federal Reserve is holding rates in the 3.50%–3.75% range, but internal…
Bear & Bull Bulletin- Week of April 17th
📊 Weekly Market Recap S&P 500 return Year-to-date were approximately 4.10% S&P 500 3 month return were approximately 2.68% S&P 500 return over the past 5 days were approximately 4.54% This Week in the Markets – 3 Things to Know Blockade + Ceasefire – The ceasefire between US and Iran took another turn this week…
Bear & Bull Bulletin- Week of April 10th
📊 Weekly Market Recap S&P 500 return Year-to-date were approximately -0.42% S&P 500 3 month return were approximately -2.14% S&P 500 return over the past 5 days were approximately 3.46% This Week in the Markets – 3 Things to Know Deal or No Deal?– The market has been reacting hard to headlines around a possible…
Bear & Bull Bulletin- Week of April 3rd
📊 Weekly Market Recap S&P 500 return Year-to-date were approximately -3.84% S&P 500 3 month return were approximately -3.84% S&P 500 return over the past 4 days were approximately 3.39% This Week in the Markets – 3 Things to Know Markets Think the War Ends Soon- We all got a jolt of happiness as the…
Bear & Bull Bulletin- Week of March 27th
📊 Weekly Market Recap S&P 500 return Year-to-date were approximately -6.96% S&P 500 3 month return were approximately -8.10% S&P 500 return over the past 5 days were approximately -2.12% This Week in the Markets – 3 Things to Know The Oil Shock– The biggest driver in the market right now is the surge in…
Bear & Bull Bulletin- Week of March 20th
📊 Weekly Market Recap S&P 500 return Year-to-date were approximately -4.95% S&P 500 3 month return were approximately -5.4% S&P 500 return over the past 5 days were approximately -1.5% This Week in the Markets – 3 Things to Know The Big Three Controlling the Market: Oil, Inflation & Interest Rates– Right now, the market…