Our Story

We’re a family business and our clients are an extension of that family.

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 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.

We focus on providing exceptional, reliable service to our clients and are here to help with all of their desired financial needs, no matter how big or small or unusual the request may be.

Dixon Financial Services manages over $580 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.
Michael A. Dixon
Our Team

Meet Our Team of Professionals

At Dixon Financial Services, Inc., a team of specialists works together as your family of advisors to ensure that you receive efficient, professional and friendly service. The key members of this team are:

Michael A. Dixon

MBA, CFP®, CIMC®, CIMA®
President and Investment Advisor

Wayne Freeman

CFP®, CIMC®, CIMA®
Client Services and Investment Advisor

Walter Au


Client Services and Data Manager

Tyler Mullen

CFP®, CIMA®
Client Services and Investment Advisor

Jonathan Dixon

Support

Michelle Dixon

Support
Designations

IMCA

Certified Financial Planner™


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