Treavor Dodsworth
CFP®, CPA, CKA®
Sycomore Financial, LLC
Financial Advisor
Treavor Dodsworth
CFP®, CPA, CKA®
Sycomore Financial, LLC
Financial Advisor
Many people do not realize the possibilities that are open to them until they begin planning intentionally. - Treavor Dodsworth, CFP®, CPA, CKA®
Fee-Only financial planner located in Pendleton, IN, serving clients locally and across the country
Treavor Dodsworth is a Pendleton, IN fee-only financial planner. Sycomore Financial, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Treavor Dodsworth is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Treavor Dodsworth is a fee-only financial advisor at Sycomore Financial, LLC located in Pendleton, IN.
I became set on doing financial planning during my years at Olivet Nazarene University. Financial planning gives me an opportunity to take the many moving pieces of someone’s financial life and put it together in a way that is useful to them. Many people do not realize the possibilities that are open to them until they begin planning intentionally.
On a personal side, I spend most of my free time with my wife and two kids. I enjoy playing board/card games, being outside, and going on the classic dinner/movie date with my wife. A girl that attended the youth group where we volunteered once told me- “You are like Spiderman ... the nerdy guy that got the popular girl.” That pretty much sums it up. I feel very blessed to have the family that I do.
Treavor Dodsworth is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
The most common question I am asked after telling people about the name of my business is- “Wait. Did you spell Sycomore wrong?”
The name Sycomore Financial comes from the story of Zacchaeus in Luke 19. In this story, Zacchaeus (who likely lived a life consumed with money) climbed a Sycomore tree so that he could catch a glimpse of Jesus. After seeing and then subsequently meeting Jesus, he gave a significant portion of his wealth away. He found something that was of greater value than his wealth.
Some see the Sycamore tree as a symbol of preservation. Due to the story of Zacchaeus, I see the Sycomore tree as a symbol for shifting the focus on that which has true value. The name Sycomore Financial reminds me and hopefully clients to focus on that which has true value. Take time today to evaluate your priorities so that you are taking steps toward that which will bring you true fulfillment.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
Ideal Clients
- HENRY (High Earner Not Rich Yet)
- Young Professionals
- Sudden Money Situations
Working Together
- Virtual or In-Person
- Clearly Stated Subscription Fees
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Treavor Dodsworth is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Treavor Dodsworth is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Treavor Dodsworth is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Treavor Dodsworth is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Treavor Dodsworth is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
Contact Treavor Dodsworth
Office Locations:
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9677 West Constellation Dr
Pendleton, IN 46064
