A complete list of active advisors currently associated with Dixie's Tax & Financial Services, L.L.C.

Warmer can help you find a great advisor at Dixie's Tax & Financial Services, L.L.C. or one who fits your needs even better.

Dixie's Tax & Financial Services provides wealth management to individuals, high‑net‑worth clients, trusts and estates, combining discretionary portfolio management with comprehensive financial planning and separate tax and accounting services. The firm sponsors a wrap fee program that bundles securities transaction costs, custodial expenses and Independent Manager fees into a single wealth‑management arrangement. DTFS typically constructs diversified portfolios using low‑cost mutual funds and ETFs and generally pursues a long‑term investment approach while trading opportunistically to rebalance or meet client needs. The firm also implements all or portions of client portfolios through unaffiliated Independent Managers, accessed via an institutional relationship with Altruist’s Model Marketplace, and performs ongoing oversight of those managers. Notable distinctions include the firm’s accounting and tax practice—offering tax preparation and Enrolled Agent expertise alongside advisory services—and its insurance affiliations and platform relationships; DTFS works with DPL for insurance consulting and has advisory persons licensed through an affiliated insurance agency (DMM Senior Insurance LLC). The brochure also discloses that insurance implementations generate separate commissions and that the firm allocates portions of client fees to Independent Managers under its wrap arrangement, with the firm not receiving investment management compensation from those managers.

To learn more about the advisors currently working at Dixie's Tax & Financial Services, L.L.C., 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.