At Dixon & Associates, we’ve had the privilege of serving high-net-worth individuals and families who have built significant wealth, often accompanied by significant complexity. We specialize in transforming complexity into clear understanding. Our expertise lies in coordinating every element of your financial world so it works in unison to protect what you’ve earned and preserve what matters most.

​

We’re an independent firm. That means no quotas, not pushing products, and no one-size-fits-all plans to achieve your unique goals. Instead, we invest our time in building real relationships with clients who value trust and transparency. You won’t find salespeople here, you’ll find strategists and supporters who are as committed to your goals as you are.

​

Many of our clients are entrepreneurs; some have sold their businesses while others are still growing theirs. They’re used to operating at a high level, with high standards and high expectations, and expect that standard from their advisory team. 

​

From managing tax liability through intelligent investment vehicles to planning multi-generational wealth transfers and philanthropic giving, our job is to engineer your wealth to match your vision.

Whether you're preparing for life after a liquidity event or actively building a legacy, we help you design the next chapter with intention. Your goals, your values, your future - mapped out, managed, and measured.

​

Connect with Dixon & Associates and let’s talk about where you are, where you want to go, and how we can get there.