Dodds Wealth Management Group
From the beginning, the success of Dodds Wealth Management Group has been driven by Andrew’s passion for helping his clients feel confident and secure about their financial future. The satisfaction Andrew and his staff get from a job well done is most important. Making a difference in a client’s life is the reward for all that they do.
Dodds Wealth Management Group is a highly professional and uniquely qualified team serving an intimate fold of clients. From their Colorado office, they serve clients located across the country. Andrew is ranked among the top 1% of more than 7,000 advisors at LPL Financial*, the nation’s largest independent broker dealer**.
This specialized team of financial professionals meld their combined skills and knowledge to provide comprehensive advice and exemplary world class service. Andrew Dodds defines it best, “World class service means we serve a select number of clients and have one of the highest staff to client ratios in our industry.” A Dodds financial professional is usually available to answer the phone and most requests are resolved on the spot. Dodds Wealth Management Group, by design, will remain a boutique firm providing a private family office experience where clients feel at home.
Andrew further states, “Everyone on our staff knows each client personally and their unique situation. We accurately and carefully respond to our client’s needs in a timely manner. That’s the core philosophy at Dodds Wealth Management Group: remain committed to a select number of quality clients on a direct, first-name basis.”
Growth of the Firm
Historically the firm has grown by accepting a select number of referrals each year. “Our goal is to feel like a private family office rather than a generic Wall Street firm.” Andrew says. “Like the tree in the company logo, we intend to establish strong, enduring roots with every family, and grow by reputation and referrals only.”
The tree actually exists, photographed by Andrew, near the Castle Pines Country Club in Colorado. Timeless, tough, yet flexible enough to withstand any kind of weather, the company logo, the Ponderosa Pine, represents both a solid company and investment philosophy.
As for investment selection, Andrew says, “My family money and your money run a parallel path. In other words, if I were running a restaurant, I would eat my own cooking.”
*Ranking based on overall production
at year end 2009.
** As reported in Financial Planning magazine June
1996-2010, based on total revenues.