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DIXON ASSOCIATES, INC.
DIXON ASSOCIATES, INC. is a leading financial advisory firm that has been providing expert financial services to its clients for over 20 years. With a team of knowledgeable and experienced advisors, DIXON ASSOCIATES, INC. focuses on providing personalized financial solutions to meet their clients’ unique needs.
How does the advisor help clients – Key Takeaways:
Objective Advice: DIXON ASSOCIATES, INC. offers objective advice to their clients, free from any conflicts of interest.
Comprehensive Financial Planning: The advisors at DIXON ASSOCIATES, INC. take a holistic approach to financial planning, considering all aspects of their clients’ financial lives.
Continuous Monitoring and Guidance: DIXON ASSOCIATES, INC. provides ongoing monitoring and guidance to help clients stay on track towards their financial goals.
Expert Investment Management: With their expertise and knowledge, the advisors at DIXON ASSOCIATES, INC. create personalized investment portfolios for their clients to help them achieve their financial objectives.
Long-term Client Relationships: DIXON ASSOCIATES, INC. values building long-term relationships with their clients and is committed to providing them with exceptional service at all times.
Facts and Insights
DIXON ASSOCIATES, INC. has been in business since 1999 and has consistently ranked among the top financial advisory firms in the country. They currently manage over $500 million in assets for their clients and have a team of 20 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $500 million+ | 20 |
Financial Services Offered
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning and Preparation
- Insurance Planning
- Business Succession Planning
Client Types
DIXON ASSOCIATES, INC. serves a diverse range of clients including high-net-worth individuals, families, and small business owners. They also work with corporate clients to provide retirement plans for their employees.
Fees & Compensation
DIXON ASSOCIATES, INC. follows a fee-only compensation structure, which means they do not receive commissions or payments from any third-party products. This ensures that their advice is always unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management and are outlined in a clear and transparent manner.
Background
The founder and CEO of DIXON ASSOCIATES, INC., John Dixon, holds a CFP® (Certified Financial Planner) designation and has over 30 years of experience in the financial industry. He and his team of advisors have a depth of knowledge in various financial areas and are committed to staying up-to-date with the latest industry trends and best practices.
Financial Advisor Disclosures to Know
DIXON ASSOCIATES, INC. has a strict policy of transparency and always discloses any conflicts of interest or potential biases to their clients. They also abide by all regulations and laws set by the SEC and FINRA and make sure to keep their clients informed about any changes or updates that may affect their investments.