Meet Kevin

I’m Kevin Dodgson, Founder & CEO of Shetland Financial, a firm I created in Center Valley, PA, with the goal of bringing together accounting and wealth management services to support individuals, business owners, and high-income families.

As both a Certified Public Accountant (CPA) and Registered Investment Advisor (RIA), I help clients align their tax strategies, financial planning, and long-term wealth goals for a more secure future.

I started my career in public accounting, building a strong foundation in tax and advisory work. I launched Shetland Financial to simplify the often fragmented world of financial advice by combining tax planning and wealth management, so all elements work together more effectively.

Today my focus is on proactive tax strategies, retirement and cash-flow planning, and helping clients turn income into lasting wealth. I am passionate about helping people create long-term financial security, and I’d love to connect with you or anyone in your network who could use a helping hand.