CPA and Financial Advisor in Center Valley

A CPA and financial advisor in Center Valley, both under one roof.

Shetland Financial is based right here in Center Valley, serving neighbors across the Saucon Valley and greater Lehigh Valley. As a fee-only CPA firm and registered investment advisor, we handle your taxes, your books, and your investments as one coordinated team instead of three disconnected ones. Whether you are a Saucon Valley family planning for retirement, a local owner who needs clean books and proactive tax planning, or someone who just wants their CPA and advisor to finally talk to each other, you will work directly with Kevin Dodgson, CPA, CFA, not a call center. Proudly serving Center Valley, Coopersburg, Hellertown, and the Saucon Valley.

What you get

A local office, not a call center. You work face to face with Kevin Dodgson, CPA, CFA, right here in Center Valley.

CPA and investment advisor in one place. Your taxes and your investments are handled by one coordinated team.

Fee-only and flat-fee. Transparent pricing you see up front, with no commissions and nothing to sell you.