Meet Matt Dixon

Matthew J. Dixon - Financial advisor

MATTHEW J. DIXON                  RFC® & CFEd®

CEO and Financial Advisor

Matt is nationally recognized for his Tax-Free Strategy Approach to retirement income. He has over a decade of experience in the financial services industry and as a licensed Fiduciary Advisor.  Matt is a Certified Financial Educators frequently found speaking at public education programs in the community. In addition, he is a featured host on the WGTK Radio Show, “The Max Money Hour” and featured host of “TRUretirement TV” on local news stations in The Upstate.


He is the author of the firm’s latest book, titled “RITE: Retirement Income Tax Exempt,” in which he advocates for a new mindset he calls “The New Unemployment” to help retirees plan more carefully for their golden years.

Matt is dedicated to helping clients achieve the retirement they want, and provides guidance and a variety of insurance and investment products to help achieve the objectives of their retirement strategy.

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