Dixon & Company Wealth Management, Llc
Financial Service
Why pick this one
Dixon & Company Wealth Management provides financial planning and investment guidance through two CFP® professionals with 14+ years of independent guidance.
Best for
- purpose-driven financial planning
- investment guidance from human advisors rather than robo-advisors
- charitable giving planning
- households seeking a personalized financial goal plan
- clients needing coordinated wealth management
Look elsewhere if
- automated robo-advisor investing
- services requiring a stated local service area
- clients seeking published pricing
Specialties
- comprehensive financial planning
- investment guidance
- charitable giving optimization
- financial goal planning
Certifications
- CFP®
What makes them different
- 14+ years of independent guidance
- Two CFP® professionals
- 96% year-over-year retention rate for core wealth management relationships
- $417,000 in client charitable giving in 2025
- Zero robo-advisors; clients receive access to real professionals
Distilled from this business's own website.
Contact & Location
- Address
- 155 Sunnynoll Ct Ste 101, Winston Salem, NC 27106-5077
- Phone
- 13362458626
- Website
- https://www.dixonwm.com
Services
- wealth management
- financial planning
- investment guidance
- financial goal planning