Tax-Aware. Goal-Focused. Results-Driven.

We provide specialized tax strategies and financial planning for successful professionals and business owners who want to keep more of what they earn and preserve what they’ve built.

Where Financial Planning and Tax Strategy Finally Align

In most advisory relationships, there’s a major flaw hiding in plain sight: the financial advisor and the CPA rarely communicate. Investment decisions are made throughout the year, often with significant tax implications, and the CPA only finds out after the fact — when the documents arrive in January and the damage is already done. By that point, it’s too late to do anything but report the results. This reactive model leads to missed opportunities, higher tax bills, and unnecessary stress for the client.

We’ve changed that. Our advisory team includes a dedicated CPA who works hand-in-hand with us — and with you — throughout the year. Together, we evaluate strategies before transactions occur, looking not just at market performance but at how each decision impacts your tax picture. This proactive, integrated approach helps ensure that your financial plan is optimized not only for growth, but for tax efficiency. It’s a level of coordination most firms simply don’t offer — and it can make all the difference.

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Get Started In

three Easy Steps

Discover

Discover

We’ll talk through your goals, career, and current strategy and identify the tax and investment opportunities others overlook.

Evaluate

Evaluate

We’ll review your full financial picture, including income, investment strategy, and business structure, to evaluate how well your current approach supports tax efficiency and long term portfolio growth.

Plan

Provide

You’ll receive a personalized plan that integrates tax-smart strategies with disciplined investment management — built to help you keep more of what you earn and grow what you’ve built.

INSTANT DOWNLOAD

PLANNED GIVING

Check out this twelve-page guide about optimizing tax benefits through planned giving.

This guide outlines tax-efficient charitable giving strategies, including split-interest gifts and charitable trusts. It provides insights into optimizing tax benefits while supporting charitable causes.

MEET THE

DICKERSONS

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At The Dickerson Group, family is at the heart of everything we do. Founded by brothers Marcus and Jason Dickerson, our firm embodies the values of trust, integrity, and dedication that come from a strong family bond. With a shared vision and complementary expertise, they established The Dickerson Group to provide personalized, high-quality financial planning services. Their journey began when they witnessed their own family's struggle with wealth management. Determined to help others avoid similar challenges, they made it their mission to assist high-net-worth individuals in growing, protecting, and passing on their wealth. Trust our family to take care of yours, ensuring your legacy is preserved for generations to come.

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