About Us

Our firm serves you, first and foremost.

Our Story

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:

How we can help you

Check Out Our Disclosure Brochure

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

RIA

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

Investment Advisors Handbook

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.