About Us
Dickinson Investment Advisors was founded by Ron Dickinson. Ron is a Financial Planner and CPA with over 20 years of experience serving the tax, financial planning and investment needs of hundreds of clients. His goal is to help each client achieve a well-balanced, successful retirement. He is committed to building one-on-one relationships with each and every client. Client loyalty is established through a proven trust in Ron and his staff, personal communication with frequent updates and results that bring success.
Clients receive help managing their IRAs, rollovers and other retirement plan assets. Small business clients receive help in converting the intangible value of their businesses and real estate into significant retirement assets.
Many clients come with scattered investments that have been haphazardly accumulated over time. Ron and his team adjust these investments to help their clients meet their long-term goals and commit to ongoing updates. There are no hidden fees or charges. By incorporating a single, fee-based approach to investment and financial planning, clients receive a high level of service and advice at a reasonable price.
Complex financial concepts are explained in terms clients understand and appreciate. The more educated the client is the better they can participate in the creation of an investment program that considers both their tax and financial needs. A trademark of Dickinson Investment Advisors is open, honest and frequent communication. The value of Ron's name and how others think about his integrity is more important to him than short term profits. Many of his clients have been with him for more than 20 years. Ron strives to use only highly ranked mutual funds, top quality stocks and investment grade bonds to build diversified client portfolios that, over time, have tended to meet or exceed the overall market returns.
Ron Dickinson
Ron is committed to a lifetime of continuous improvement and education. In addition to a college degree in business, Ron earned a Masters degree in Taxation. Ron passed the rigorous CPA exam on his first attempt prior to graduating from college. Ron has also spent three years undergoing a college level concentrated study in financial planning. Ron continues to hold licenses as both a CPA and CERTIFIED FINANCIAL PLANNER which requires 40 to 60 hours of continuing education each year.
Family is the most important priority for Ron and a majority of his time outside the office is spent with his wife and their three sons.
Amy Miller
Amy has been with Dickinson Investment since October 2000. As our client administrator, she would be happy to help you open an account or answer any questions you may have.
Amy and her husband call the family farm here in SW Iowa home. Amy has a son currently studying GPS technology, and a daughter, who lives with her husband and son, in Omaha, NE.
When Amy isn’t busy with her family she enjoys scrapbooking, cardmaking, gardening, canning and volunteering with 4H.
