Our Story

Driven for quality of life, we love what we do and revel in helping our clients achieve the art of financial happiness.

When Dixon Financial Services was founded in 1989, a critical decisions 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 who wish to build a long-term relationship; one that hopefully lasts a lifetime.

We’re a family business and our clients are an extension of that family.  We take on our client’s goals as our own. We focus on the things we can control – following a principled, science-based approach to investing. We focus on providing exceptional, reliable service to our clients. We are here to help with their desired financial needs, no matter how big or small or unusual the request may be. We are constantly learning and building our knowledge with the goal of providing  the best service and investment experience possible to our clients.

Dixon Financial Services manages over $350 million and we continue to grow through referrals from our existing client base.

Driven for quality of life, we love what we do and revel in helping our clients achieve the art of financial happiness.


Our Team>>