About Nick

Nick Dixon is a passionate, grounded financial advisor with more than 20 years of experience in the financial services industry. Licensed as an investment advisor, Nick also brings deep expertise in tax strategy, estate planning, and retirement funding—knowledge that has helped countless individuals and business owners make smarter, more sustainable financial decisions. For Nick, becoming an advisor wasn’t just a career move—it was a deliberate choice to serve others with greater purpose. 

He holds a Series 65 license along with life and health insurance credentials and is currently pursuing additional licensing to expand the ways he can support clients. Nick studied business at Brigham Young University and earned his associate’s degree from Moorpark College in California, where he began building successful companies grounded in real-world solutions and strong core values. 

Today, Nick supports a diverse group of entrepreneurs, with a particular focus on self-directed retirement strategies like solo 401(k)s and Roth IRAs. He takes a mentorship-based approach with both clients and fellow advisors, combining leadership, integrity, and hands-on experience. His philosophy is simple: treat people like family, lead with transparency, and make every conversation count. 

Clients value Nick’s honesty, humility, and sincere dedication. For him, financial advising is about far more than numbers—it’s about listening deeply, earning trust, and walking alongside clients as they build the future they envision. He believes trust is built over time and that great advising begins with being a genuinely good person. 

Outside the office, Nick is a proud husband and father who enjoys traveling, live music, and quality time with family. A devoted Metallica fan and active church member, he also leads outreach programs that support the homeless and underserved. His faith and commitment to service aren’t just part of his life—they’re the foundation of how he shows up for every client, every day.