Helping individuals discover, achieve and maintain financial happiness through customized solutions. Our firm was built for and around our clients. We believe a transparent client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.
Whether it be saving for your children's future, securing your own, building your legacy, or ensuring your investments are aligned with your principles, we take on your goals as our own. Our clients range from young families that require financial planning to finance their retirement and children's educational goals, to established executives, entrepreneurs, and retirees.
Whether it be saving for your children's future, securing your own, building your legacy, or ensuring your investments are aligned with your principles, we take on your goals as our own. Our clients range from young families that require financial planning to finance their retirement and children's educational goals, to established executives, entrepreneurs, and retirees.
Services
When Dixon Financial Services was founded in 1989, a critical decision was made, which we still live by today. We don't actively advertise; the business we receive is by word of mouth, and we try to only work with those individuals and institutions wishing to build a long-term relationship; one that hopefully lasts a lifetime.
We believe that Financial Happiness is achieved when the decisions you make in implementing your lifestyle objectives are in balance with your core values and your financial resources. Dixon Financial Services will work as your personal CFO to implement core financial strategies that help you to achieve and maintain your personal goals.
Independent Registered Investment Advisers are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products.
Reviews (1)
Terri A.
May 01, 2011
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I have worked with DFS since 1993. They have done a fabulous job of managing my financial portfolio and supportive in every way needed in managing my financial and professional needs, both for my personal and my business. I would be lost without them. Thanks to Mike Dixon and his wonderful staff. I highly recommend them. Terri Archibald
