Our Story
“We are a fiduciary when providing investment advice and are obligated to act in our clients’ best interest. We put the client first in everything we do.”
Our Mission
Our mission is to provide our clients with independent, impartial financial advice through fully integrated, comprehensive planning. As a full-service financial firm, we do three things:
Create Wealth • Build Wealth • Preserve WealthOur Vision
Our vision is to provide our clients with personalized solutions tailored to each of their goals, ensuring their financial security and confidence. We strive to be the voice of calm and a navigator in our clients’ financial success. We are building an enduring firm that will support multiple generations and is valued and trusted by clients and peers.
Our Values
We have a significant fiduciary duty to our clients. Our core values are our founding principles and reflect how we care for our clients and peers.
Transparency
Being fair and reasonable in all professional relationships and disclosing conflicts of interest
Communication
Consistent communication and engagement between the firm and our clients, creating an informed and trusted relationship
Discipline
Acting in a manner that demonstrates exemplary professional conduct
Personalization
Always putting our clients first and treating everyone with integrity, honesty, and compassion
Confidentiality
Protecting the confidentiality and privacy of our clients
Competency
Maintaining the knowledge and skills necessary to provide the highest quality professional services competently through continuing education and professional development
Founded in 1986, Dodds Wealth Management Group is a long-standing established firm serving clients through comprehensive financial planning, principled investment strategies, and dedicated personal service.
Our Past
Charles D. Dodds, Jr., the founder of Dodds Wealth Management Group, grew up understanding the value of hard work and helping those around him. He graduated from the St. Louis College of Pharmacy in 1970 and was drafted into the United States Army in 1971. While stationed in El Paso, Texas, he met his wife, Julieta Bustamante. They have three sons.
Charles’ son, Adrian F. Dodds, has his Bachelor of Science in Family Financial Planning from Texas Tech University and has been in practice for more than 20 years. In 2007, Charles and Adrian began working together professionally. In 2001, the firm became an independent practice named Dodds Wealth Management Group LLC.
Our Present
Today, we are an independent, locally-owned wealth management team serving families and business owners with full-spectrum planning and financial needs. Our culture is one of support and growth for each person on the team, constantly pushing to improve ourselves through education and professional development—ultimately being the best we can be for our clients.
Our Future
We will continue to care for our clients professionally and personally, deepening client relationships from generation to generation and delivering the highest quality service.
Let’s Talk
Our Second Opinion Service can help you benefit from an integrated wealth management approach.