Weiss Financial Services
43yrs
Top advisor by experience in Anthem
13yrs
Matthew Dodd
Financial advisor at Lucas Retirement Group
Based in Anthem, Arizona, Matthew Dodd is a fiduciary financial advisor with 13 years of industry experience. Matthew joined Lucas Retirement Group in 2026, after two years at Elevated Capital Advisors and three years at Mutual of Omaha Investor Services. Lucas Retirement Group offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 22 advisors with offices in Anthem, and one of 21 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 50% of advisors in Arizona
Office42210 N 41st Drive Suite 140, Anthem, AZ 85086
How the firm is paid ?Percent of assets, Flat fee, Other
Advisors at the firm3
States licensed ?1 state
Services through Lucas Retirement Group
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowLucas Retirement Group LLCCurrent firm
- 2023 – 2025Elevated Capital Advisors, LLCPreviously
- 2020 – 2023Mutual of Omaha Investor Services, Inc.Previously
- Nov 2016 – Jul 2018MML Investors Services, LLCPreviously
- Nov 2014 – Aug 2015MerrillPreviously
Contact Matthew
(623) 252-8241Lucas Retirement Group main office 42210 N 41st Drive Suite 140Anthem, AZ 85086Office · Get directions Firm websitewww.lucasretirementgroup.com
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call Lucas Retirement Group at (623) 252-8241 and ask for Matthew Dodd. Matthew works from the Anthem, AZ office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2013, about 13 years. More experience than 50% of advisors in Arizona.
What licenses does Matthew hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Lucas Retirement Group reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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