Dodds Wealth Advisors Information
Contact top employees from
Dodds Wealth Advisors
Summary
Dodds Wealth Advisors is an independent wealth management firm comprised of several of Pat and Sharon Dodds's children and in-laws. Part of our mission is to serve our clients and their best interests...Show more
Organization Website | doddswealthadvisors.com |
Social Links |   |
Phone Number | 937-592-0200 |
Industries | |
Headquarters Location | 145 S. Main Street 2nd Floor, Bellefontaine, Ohio, 43311 US |
Employees Size | 10-50 employees |
Specialties | Independent Financial Planning, Financial Advisors, Retirement Accumulation and Income Planning, Active Portfolio Management, Wealth Planning, Estate and Legacy Planning, Risk Management , Pro-active Tax Planning |
Founded | 1979 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2011 | Privately Held | 25 - 100 | 11.5M | $0 | |
| 1994 | Self-Employed | 1-10 | - | $- | |
| 2004 | - | 1-10 | - | $- | |
| 2006 | - | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Dodds Wealth Advisors shows a diverse range of experience levels:
8% have been with the company for less than 1 year8% for 1–2 years8% for 3–4 years25% for 5–7 years17% for 8–10 years33% have over 11 years of service at Dodds Wealth AdvisorsContact top employees from
Dodds Wealth Advisors
Scott Steiner
Financial Advisor
Nate Dodds
Financial Advisor
Travis Hermon
Director of Marketing
Patrick Dodds II
Financial Advisor
Maverick Calton
Junior Wealth Advisor
Kelly Maxton
Director of Operations
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FAQ
Dodds Wealth Advisors operates in the Finance industries. More details can be found on the official website: doddswealthadvisors.com.
The headquarters of Dodds Wealth Advisors are located in Bellefontaine, United States.
You can contact Dodds Wealth Advisors by phone at 937-592-0200.
Dodds Wealth Advisors currently employs 10-50 people.
Well-known competitors of Dodds Wealth Advisors include Blue Spark Capital Advisors, Mosaic Financial Associates, McBee Advisors and NorthStar Capital Advisors.
