Roy G. Dixon, CFP®

Founder Emeritus


Phone: 443-563-1112


Roy began his career as a Financial Advisor in 1986 and has started his first stages of retirement in 2020. While Roy is no longer affiliated with our firm, we still recognize him as one of the founders of the company. Some of his many accomplishments are listed below:

He specialized in working with Family Owned Businesses, especially those in the automobile industry. He advised business owners in the areas of Succession Planning, Estate Planning, Risk and Wealth Management Planning. Roy presented the Business Succession seminar for the National Automobile Dealers Association (NADA) Academy from August 2011 until April 2013. He has published articles on succession planning for the Maryland Auto Dealers Association (MADA) and for Auto Dealer Law. He has been a featured speaker for NADA, MADA, the AutoCPA Group, NADART and various twenty groups.

Prior to becoming a financial planner, Roy had a distinguished career in the United States Army. Because of the recognition he received for his leadership skills, he was selected to teach at the United States Military Academy at West Point. Roy is a graduate of Airborne School (1974) and an Honor Graduate from Ranger School (1975).

In 1994, Roy earned the Professional Financial Planner certificate from Old Dominion University School of Business and Public Administration and the CERTIFIED FINANCIAL PLANNER T designation in 1995. He has an undergraduate degree from Henderson State University and his Master's Degree from the University of Kansas.