Many advisory relationships focus primarily on investment performance. We incorporate tax considerations as part of the overall planning process — to help clients make more informed after-tax decisions over time.
Investment decisions and tax planning often occur separately, which can lead to inefficiencies. When these areas are not coordinated, opportunities to improve after-tax outcomes may be overlooked.
For individuals with higher income or more complex financial situations, integrating tax considerations into the investment process may help support more informed decision-making, though results will vary based on each investor's circumstances.
We provide a coordinated approach to investment, tax, and financial strategy. Our process is designed to evaluate these areas together, particularly for clients whose circumstances may benefit from a more comprehensive planning framework.
Every financial decision — income structure, investment allocation, business compensation, estate transfers — is evaluated for its tax consequence before execution. Not after.
We build portfolios from the ground up with tax efficiency as a structural requirement — not an afterthought. Asset location, factor tilts, tax-lot management, and concentration risk are engineered into the portfolio design before a single position is placed.
Cash flow, retirement income, business succession, and estate planning work best when evaluated together. When tax considerations are included in the process, clients may gain a clearer understanding of how different parts of their plan relate, though outcomes vary based on each person's situation.
Every strategy we deploy falls into one of two categories: keeping income off your Form 1040 in the first place, or offsetting the income that reaches it. Most advisors work only the second line. We work both — simultaneously, and in coordination with your CPA.
View All Strategies →These are representative outcomes — not promises. But they illustrate what becomes possible when tax strategy is built into the plan from the beginning, not applied at the end.
Scenarios are illustrative composites. Specific figures are hypothetical. Individual results vary. Nothing here constitutes tax or legal advice.
Running a profitable company, planning a sale, or restructuring compensation. The tax consequence of your exit is the single largest variable in what you walk away with. We plan around it — years in advance.
Physicians, attorneys, executives, and partners generating significant income with limited time to manage it. We work with clients whose financial situations may benefit from a more coordinated approach to investment, tax, and financial planning.
Licensed maritime pilots whose financial situations have outgrown the planning around them. Compensation structures and retirement arrangements vary across the profession — which is why most generalist advisors aren’t equipped to serve this group well.
Not sure if your situation qualifies? The answer takes five minutes to determine.
See If We're a Fit →"When was the last time your tax professional came to you with an idea to save you money? If the answer is never — that is the problem we solve."
We focus on anticipation — working to identify decisions that may matter most before they need to be made, so clients have time to evaluate their options.
We map where you are overpaying — across income structure, investment allocation, business compensation, and estate exposure. Most clients find the gap is larger than expected.
We focus on developing coordinated, multi-year planning strategies rather than looking at each tax year in isolation. This approach helps clients consider how upcoming decisions may affect their broader financial picture.
Implementation is ongoing. We coordinate with your CPA, attorney, and other advisors. Decisions are made with tax consequences visible — not discovered after the fact.
Marcus and Jason Dickerson created this firm to offer an approach that brings investment, tax, and financial planning considerations together in a more coordinated way for clients with complex needs.
We help clients understand how these elements connect within their broader financial picture.
A concise guide to structuring income, managing tax exposure, and making more informed financial decisions throughout the year.
Written for professionals and business owners who want more control over what they keep — not just what they earn.
A 30-minute conversation is enough to determine whether there is a meaningful opportunity in your situation. No obligation. No pitch.