Dixon Financial Services

Dixon Financial Services serves individuals (including high net worth clients), trustees, charitable organizations, business owners, and corporations, providing investment advisory services that center on developing individualized Investment Policy Statements, ongoing portfolio management through an Asset Allocation Advisory Service, and coordination with clients’ attorneys, accountants, and insurance representatives. The firm typically requires a $500,000 account minimum (with discretionary exceptions) and also offers cash flow management and general financial advisory services to small businesses when requested.

The firm’s investment approach emphasizes strategic asset allocation across stocks, bonds, and cash rather than selection of individual securities, using mutual funds and occasional ETFs to gain broad exposure and applying Modern Portfolio Theory as its framework. DFS relies heavily on Dimensional Fund Advisors funds, reviews accounts quarterly with a low-turnover rebalancing approach, and explicitly uses historical fund data and financial simulation programs to model potential returns and produce computer-generated performance reports for client planning and review.

What is noteworthy in the brochure is the scale and the practice model: DFS reports approximately $1.086 billion in regulatory assets under management with five advisors, implying a high AUM per advisor relative to many team firms, and it leverages third-party relationships (including Buckingham Strategic Partners) for administrative support, practice resources, and sponsored educational events. The combination of formal simulations/hypothetical modeling in planning materials, routine performance reporting, and sponsorship of seminars positions the firm toward larger, education-focused client relationships compared with many peers.