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. 9: Social Security for Married Couples: One Decision, Not Two
Waypoint No. 9 · October 2026 · A Shetland Financial Publication Social Security for Married Couples: One Decision, Not Two For married couples, the most important Social Security decision is when the higher earner claims. That check becomes the surviving spouse’s income for life. A single retiree faces one question: when do I start? A…
Waypoint No. 8: Concentrated Stock Positions: Unwinding Without a Tax Disaster
Waypoint No. 8 · August 2026 · A Shetland Financial Publication Unwinding a Concentrated Position Without a Disaster The math is rarely the hard part. The sequencing, the constraints, and the calendar are. The problem Most large concentrated positions weren’t built on purpose. They’re the residue of something that went right. A company that got…
Waypoint No. 6: Beneficiary Designation Audits
Waypoint No. 6 · August 2026 · A Shetland Financial Publication Beneficiary Designation Audits Your beneficiary forms override your will. Most people haven’t looked at theirs in years. The problem There’s a particular kind of estate planning failure we see more than any other. It doesn’t involve a contested will, an aggressive creditor, or some…
Waypoint No. 5: Trump Accounts Are Live
Waypoint No. 5 · July 2026 · A Shetland Financial Publication Trump Accounts Are Here After about a year of hearing about it, Trump Accounts are now finally off the ground. They were a part of the 2025 tax law and are a brand new type of savings vehicle. The idea is to give kids…
Waypoint No. 4: The 2026 Estate Tax Sunset
Waypoint No. 4 · June 2026 · A Shetland Financial Publication The Estate Tax Cliff That Never Came For years, nearly every estate planning conversation was shaped by a deadline. The Tax Cuts and Jobs Act of 2017 had roughly doubled the federal estate and gift tax exemption, from about $5.5 million per person to…
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…