A complete list of active advisors currently associated with Shetland Financial, PLLC

Warmer can help you find a great advisor at Shetland Financial, PLLC or one who fits your needs even better.

Shetland Financial serves individual clients and small businesses with financial planning and wealth management and also offers tax and accounting services. The firm is a single‑advisor practice with a small client base (six clients) and manages approximately $3.1 million in non‑discretionary assets. Its investment work combines fundamental analysis with principally passive portfolio construction using index mutual funds and ETFs, and the firm may implement third‑party model portfolios published by Altruist. Portfolios are managed on a non‑discretionary basis — the firm does not exercise investment discretion and client approval is required for trades. Distinctive features include the integration of tax and accounting services alongside financial advice, which the brochure says can occupy a substantial portion of the firm’s daily work, and a principal who holds both CPA and CFA credentials. Relative to peers, the firm’s small, primarily non‑high‑net‑worth client base and reliance on non‑discretionary, model‑based solutions (and the firm’s stated practice of not voting client proxies) are atypical for supported advisers.

To learn more about the advisors currently working at Shetland Financial, PLLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kevin Dodgson	Center Valley, PA	6

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