Dickinson Investment Advisors
Who: R. E. Dickinson Investment Advisors was founded by Ron Dickinson in 1998. Ron is a Certified Financial Planner® and CPA with 30 years of experience. Our team of three advisors and two operations professionals serve the tax, financial planning, and investment needs of hundreds of clients. We are registered with the United States Securities and Exchange Commission (SEC) as well as in the states of Iowa, Nebraska, and Texas.
What: We provide financial planning, tax planning, and investment management services that are tailored to meet our clients’ unique needs and life circumstances, with a goal of achieving wise financial stewardship of their resources in retirement.
Why: We enjoy helping our clients to achieve a successful, well-balanced retirement. Accordingly, we enjoy getting to know our clients and their families, and we’re committed to building one-on-one relationships with each and every one. Client loyalty is established through proven trust in our team, personal communication with frequent updates, and results that bring success.
How: 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. Our team adjusts these investments to help our clients meet their long-term goals. We urge our clients to participate in periodic review meetings in which complex financial concepts are explained in terms clients understand and appreciate. The more educated clients are, the better they can participate in the creation of an investment program that meets both their tax and financial needs.
We have no hidden fees and we don’t charge commissions. 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.
We have selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
We use highly ranked mutual funds, top quality stocks, investment grade bonds, and various alternative investments to build diversified client portfolios that, over time, have tended to meet or exceed the overall market returns.
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 working with him for more than twenty years.