What distinguishes Dickinson Investment Advisors from other financial advisors?
- As a CPA, Ron integrates tax guidance together with retirement planning and investment management.
- As a Certified Financial Planner® Ron places a premium on financial planning before we make recommendations about particular investments.
- We offer to clients a choice between two service models: “Supervised Portfolios” and “Tailored Relationship Services.”
- We offer direct investment in real estate properties for higher net worth clients.
- Ron wrote his own book to teach his unique approach to retirement planning.