A complete list of active advisors currently associated with Dixon and Company Wealth Management, LLC

Warmer can help you find a great advisor at Dixon and Company Wealth Management, LLC or one who fits your needs even better.

Dixon and Company Wealth Management is a small supported advisory firm that manages approximately $57.6 million for individual and high‑net‑worth clients. The firm provides discretionary portfolio management along with financial planning and short‑term financial coaching, advising across mutual funds, equities, fixed income, ETFs, real estate funds and options. The firm documents client objectives in an Investment Policy Statement and typically manages accounts on a discretionary basis, employing fundamental, technical and cyclical analysis and a mix of long‑term and short‑term trading strategies, including options. It has also added third‑party analytical tools and AI to supplement research and administrative workflows, with advisor review of any output. A notable distinction is that the firm’s advisors maintain insurance and broker‑dealer affiliations and offer commissionable insurance and variable insurance products, an outside business disclosed as a potential conflict of interest and not common among peers. Taken together with its use of options and short‑term trading, these affiliations mean clients should expect a mix of advisory and commissionable activities that the firm discloses and allows clients to accept or decline.

To learn more about the advisors currently working at Dixon and Company Wealth Management, 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.