Our Focus

Helping individuals discover, achieve and maintain financial happiness through customized solutions.

Once you have reached a certain level of success, common solutions can no longer provide the sophisticated results that your financial affairs deserve. The selection of your financial advisor is critical to the outcome of your business and personal financial decisions.

At DFS we focus on enhancing quality of life. Driven by a passion for financial happiness, we deliver exemplary, experience-driven service and solutions that work toward minimizing finance-related stress and maximizing the goals of our clients, so that you can focus on what matters most.

Dixon Financial Services…

Values trust and confidentiality.
        Has
Absolute integrity.
        Is
Loyal to our Clients and Peers.
        Provides
Unique Personalized Service.
        Is
Engaged in our profession and our community.

We believe…

       In establishing a…
Prudent Investment Philosophy.
       In being…
Accountable to our Clients.
       In remaining…
Disiplined to the selected investment philosophy.
      In the use of…
Research in the validation of the investment process and solutions that we use.
      In…
Educating our Clients and Ourselves.


Client Service>>