Dirk Dixon

As a financial advisor, I’m passionate about helping my clients reduce the stress of financial decision-making. I take a holistic approach, working closely with you to understand your values, financial goals, and main concerns. This collaborative process guides the personalized recommendations I provide to help you feel confident about your financial future.

I hold certifications as a Certified Fiduciary Plan Advisor® and Accredited Investment Fiduciary®, and I’m also an Enrolled Agent (EA). I graduated from Grand View University  in 1997 with a Bachelors in Business  Administration and have over 25 years of experience in financial advisory, tax planning, and tax preparation, I bring a wealth of knowledge to every client relationship. My goal is to give you clarity, direction, and confidence as we work together to make informed financial decisions.

I also specialize in helping business owners and plan sponsors manage their 401(k) plans. This includes offering fiduciary guidance and compliance support, designing cost-efficient plans with fee transparency, investment monitoring, and employee education. I stay on top of industry changes to ensure your plan is always ahead of the curve and positioned for long-term success.

Outside of work, I love spending time with my wife, Jodi, my daughters, Cassidy and Calista, my son-in-law, Adam, and my grandson, Kalijha.