The Wealth Advantage Group was established by Ken A. Dodson, CPA, PFS in 2002. Ken's investment experience spans over 30 years, and he founded our firm on the following principles:
- Long term financial success requires managing risk in uncertain times
- A team focused on the needs of our clients
- A team dedicated to offering comprehensive plans for families
- The importance of being independent of products and commissions
How we can help you
Check Out Our Disclosure Brochure
Here you can view detailed information on our firm, in plain language. you'll see how we get paid, when we get paid, and (generally) how we do business. Please feel free to contact us with any questions.
Registered Investment Advisor
We work with all the members of your money management team to meet your complex financial planning and wealth management needs. As an independent RIA, we are not bound to any product or service - we're here to serve you, and we grow when you grow.
We Helped Write the Book on Best Practices
When Fiduciary360 - formerly the Center for Fiduciary Studies - decided to write a handbook of best practices in the industry, they turned to the AICPA and Ken Dodson to help edit it. Our firm has first-class knowledge of the field, and we will put that knowledge to work for you.