David Dodd, CFP®, CKA®
Retirement Planning for Christians age 50+
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The Other 90 Financial, LLC
David Dodd, CFP®, CKA®
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Advisor
Mount Vernon, IN
Serving Clients Nationwide
Retirement Planning for Christians age 50+
Areas of Focus
- Biblical Finance
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm David Dodd. It's nice to meet you.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:
🎸 I play guitar, sing, and write music
🏡 I built my own home office and live-edge walnut desk
😂 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
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Kingdom Advisor (CKA)
Affiliations
-
Fee Only Network
- Kingdom Advisors
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- Kingdom Advisors
Primary Location
123 Bluff Rd, Mount Vernon, IN 47620
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above to get your Free Retirement Assessment and schedule a 20-minute call. This call helps both of us determine if your situation matches our expertise. You wouldn't consult a podiatrist if you needed a brain surgery, would you? Different specialties, different needs! I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
The Bible is full of timeless wisdom and practical principles. My goal is to build on this solid foundation for myself and my clients, filtering our finances (like all things in life) through the lens of our faith.Visit our website to learn more about out our services, our unique "flat fee" approach, and access our free educational videos/resources.
When you're ready to get started, click the 'Book Intro Call' button above to book your complimentary 20-minute intro meeting as a part of our Free Retirement Assessment!
We Do Our Best Work With:
✔️ Retirees/Near Retirees
We specialize in working with families who are retired, retiring, or planning for retirement.
✔️ Disciplined Savers
Our ideal clients are diligent stewards who typically have $750,000 or more in their retirement nest egg.
✔️ Christian Believers
We are believers who share your values and have similar life goals. This allows us to move from math to meaning.
✔️ Delegators
We provide comprehensive planning and investment services so you can focus on what matters most to you.
Biblical, Trustworthy and Affordable
⛪ Biblical Approach
💲 Transparent Flat Fee
🤝 Fiduciary Advice
🌎 Mt. Vernon, IN & Fully Virtual
Education
Western Governors University, Bachelor's Degree, Business Management
Hobbies and Interests
- Family
- Music
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Christians
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 26, 2024
My wife and I have been investing with David for about two and one half years. I wanted my wife to have someone that would be familiar with our plans and help her with financial matters if I was no longer able to. Also, we wanted to purchase only Biblical stocks and bonds. David has made a plan for us to reduce our RMD and estate taxes through selling IRAs and purchasing ROTHs. All this while keeping our annual tax burden as low as possible. David has worked with us on our estate planning, along with insurance coverage, suggestions on when to make expensive purchases and many other issues. David is diligent in his work and is a stickler for detail. I would highly recommend David if you need a financial planner.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 25, 2024
I've recently had the pleasure of working with David, and I can’t recommend him enough! From the very first meeting, it was clear that David brings a personable and unique approach to financial planning. He takes the time to genuinely understand your goals, concerns, and even your lifestyle, which made me feel truly valued as a client.
What really struck me about David is how tailored and customized his process is. This isn’t your average "cookie-cutter" financial planning. He explains everything in a way that was easy to follow which helps me avoid feeling overwhelmed.
David’s professionalism and warm personality made the entire process enjoyable. He goes beyond numbers, focusing on building relationships and providing insights that align with long-term success.
If you're looking for a financial planner who genuinely cares, listens, and delivers personalized strategies, David Dodd is your guy. I’m so grateful for his guidance and look forward to working with him for many years to come!
Thank you, David!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 16, 2024
David is alway extremely helpful and informative during our meetings. He explains everything in a way I can understand! I always feel better about my finances after our meetings!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 30, 2024
I can’t speak highly enough of David and The Other 90 Financial. David has brought financial management back to first principles, and the result is an alignment of both your values and finances. If you're nearing retirement or would like a more values-based approach to your investments, David is your guy!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 15, 2024
David Dodd at The Other 90 Financial, LLC is fantastic! As a fee-only fiduciary, he’s focused on what’s best for his clients, not selling products. He really knows his stuff when it comes to retirement and tax planning, and the personalized plan he created for me has saved me a ton and set me up for the future. No pressure, no sales pitches—just solid advice. If you want a financial advisor you can trust, I highly recommend David!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 15, 2024
My husband recently retired. We decided to invest his pension and retirement assets with David Dodd and The Other 90 Financial, LLC. This turned out to be one of the best decisions of our lives!
David is so honest and trustworthy. He informs us immediately with any changes to our account. He also explains everything thoroughly. David is the only person we would have trusted with our retirement. He cares about all of his clients deeply and he treats your money as if it was his own.
If you are looking to invest in your retirement David is a great option. For my husband and I, he was the only option. We are very pleased with his services and retirement planning expertise!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 22, 2024
David has been a great advisor for our family! We trust his judgment and his knowledge of all things finance and count him as a friend. We highly recommend him to anyone who could use some skillful help with organizing their financial life.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 22, 2024
David is an excellent advisor whose expertise has guided me and my wife through many important decisions about our financial future, and helped us get our day-to-day financial life in good order. He's given a lot of time to walking us through what's important to us—everything from getting a will in place to different insurance options to managing savings and cash flow. We're very grateful to him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 22, 2024
David is a high character man full of wisdom and knowledge. My wife and I have come to trust him completely over the years and cannot commend him highly enough.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 20, 2024
I have learned so much from David, in our meetings throughout the years. I appreciate the values of The Other 90 Finacial,LLC. You can’t go wrong with wisdom and Godly values!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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