Our Core Values

At Dickson Financial Advisors, we believe that having a set of principles to guide us in our work is paramount in our ability to guide those who hire us.  In our mission of helping people align their finances with their goals, we begin with these core values:


Honesty, fairness and ethics are the foundation of our culture.


Deliver on our fiduciary promise to always act in our clients’ best interests.


Seek solutions for our clients created from the best resources using the most up to date research.


As a business and as individuals, to encourage reinvestment in our communities and promote practices that do the same.

Our Vision

Our vision is to be the primary resource for our clients in planning and executing their financial outcomes.  We believe that, in living a life with fewer worries, our clients can fulfill their best hopes by gaining from our perspective.  Through providing truly independent advice, we hope to fulfill our vision one client at a time.