A complete list of active advisors currently associated with Dickson Financial Group, LLC.

Warmer can help you find a great advisor at Dickson Financial Group, LLC. or one who fits your needs even better.

Dickson Financial Group provides ongoing investment management and comprehensive financial planning to individuals (including high net worth clients), trusts, charitable organizations and private businesses. The firm delivers continuous advisory services and manages accounts using both discretionary and non-discretionary authority while implementing model asset-allocation portfolios. The firm’s investment approach is grounded in Modern Portfolio Theory and combines passive and actively managed mutual funds and ETFs with a buy-and-hold orientation and periodic rebalancing. It maintains a range of named model allocations—from Conservative I (20% equity/80% fixed) to Highly Aggressive (100% equity)—and evaluates funds on metrics such as turnover, number of holdings and price-to-book while leveraging institutional fund channels and research resources. What is noteworthy for a firm of this scale is its client-education focus: Dickson Financial Group publishes a free newsletter covering estate and retirement planning and market trends and holds free, educational seminars and workshops for the public, with both explicitly framed as non-specific educational offerings. The firm’s boutique size—two advisors serving a small client base while combining individualized planning with access to institutional fund relationships—also distinguishes its operating model from many peers.

To learn more about the advisors currently working at Dickson Financial Group, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.