Kevin Dodgson (CFA, CFP®, CPA)
Kevin Dodgson focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
Kevin Dodgson specializes in comprehensive financial planning with an emphasis on tax-aware investment management. Areas of focus include retirement planning, Roth conversion and distribution strategies, investment portfolio construction, and coordination of tax and investment decisions.
Additional planning specialties include working with business owners on cash flow planning, entity structure considerations, and integration of personal and business finances. Kevin also advises clients on education funding, charitable planning, and long-term wealth accumulation strategies.
Kevin’s planning process is designed to adapt as client circumstances change, with regular reviews to ensure strategies remain aligned with goals, risk tolerance, and evolving tax considerations.
Additional Information
Kevin Dodgson is the Founder and Principal Advisor of Shetland Financial, a boutique firm providing integrated tax, accounting, and wealth management services. Kevin works primarily with business owners, professionals, and high-income households who value proactive planning and coordination across their financial lives.
Kevin takes a planning-first approach to wealth management, focusing on tax efficiency, cash flow optimization, and long-term investment strategy. He emphasizes clear communication, disciplined implementation, and ongoing review rather than product-driven advice. As a fiduciary, Kevin is committed to acting in the best interests of his clients at all times.
Clients typically engage Kevin for ongoing investment management combined with strategic guidance around retirement planning, tax planning, business decisions, and major life events.
NAPFA Start Date
January 05, 2026
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