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®

(765) 335-6673

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 hope you will find that I am professional but relaxed and open enough to let others be themselves. I live in Pendleton, IN with my wife Allison and my son. 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
  • College Education Planning
  • Retirement Income Planning

Ideal Clients

  • Young Professionals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • Virtual Meetings
  • In-Office Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Treavor Dodsworth is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    Treavor Dodsworth is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • XY Planning Network
    Treavor Dodsworth is a Member of the XY Planning Network

    The 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.

  • CPA - Certified Public Accountant
    Treavor Dodsworth is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

  • Certified Kingdom Advisor
    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

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Office Locations:

  • 9677 West Constellation Dr
    Pendleton, IN 46064

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