Nice to meet you,

I'm David Dodd

Nice to meet you,

I'm David Dodd


About Me & Why I Started My Firm


I am a follower of Christ, family man, entrepreneur, avid reader, and a very tall 5’7".


I am a huge financial planning nerd and enjoy geeking out over the details. I currently hold two financial planning designations, proudly sporting the Certified Kingdom Advisor™ and CERTIFIED FINANCIAL PLANNER™.


After working in a major national firm, it became clear that I would need to create my own firm to effectively serve Christians and run my business in a faith-forward way with cutting-edge technology and service.


I wanted to build a firm that started with the people, their values, and their faith. That means we don't just build our net worth here on Earth, but we seek to live a life worthy of hearing "well done, good and faithful servant" in all areas, including our finances.


A bit more about myself:


I enjoy sharpening my knowledge of financial and faith topics through active participation as a member of the Kingdom Advisors organization, XY Planning Network, NAPFA, FeeOnlyNetwork, a local Christian men's business group, a virtual mastermind group with advisors around the country, and countless colleagues with whom I stay in touch.


I live in Mt. Vernon, Indiana with my amazing wife and two beautiful children.

I wear many different hats in life, here are a few:

  • Sinner saved by:
  • Grace alone
  • Through faith alone
  • In Christ alone
  • As revealed by Scripture alone
  • To the glory of God alone
  • #1 Dad
  • District 1 City Council Representative
  • Board Member of the Board of Public Works
  • Chief Bad Joke Maker

Fun Facts About Me:


  1. I play guitar, sing, and write music
  2. I built my own home office and live-edge walnut desk
  3. I enjoy live concerts and stand-up comedy

Founding Principles:


I believe that God owns it all, not just 10%. This is where "The Other 90" comes from in my firm name. We are stewards of God's resources, imbued with responsibility and accountability to manage those resources according to His principles and His will.


As such, we operate by these three founding principles:

  1. God Owns It All
  2. We're Stewards/Managers
  3. Money is a Tool
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