FMW Financial Advisors-The Dickerson Group is acutely aware of the public health concern due to the COVID-19 coronavirus, and we have a business continuation plan in place to serve our clients during this time of national crisis.

Our office has technology available to conduct business over the telephone and in a virtual environment. If you would like to schedule a telephone call or a virtual meeting through your computer, please let us know. As we closely monitor the instructions and guidance of the CDC, we will be adjusting our policy as necessary.

The health and safety of our clients, staff and community are our greatest concern. Thank you for your business and for your patience and understanding during this time.

01. About Us

The Dickerson Group is dedicated to providing strategic Wealth and Tax planning to Business Owners and their employees in Southeast Texas and Southwest Louisiana.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Employer Retirement Plans

An Employer Sponsored Retirement Plan can be a very attractive benefit for both business owners and employees, but they can also be complex. Our team can help guide you through choosing the right type of plan, and then provide the highest level of service to the owner and employees once the plan is...
 

Retirement Planning

We specialize in helping business owners and their employees by providing customized, comprehensive investment planning for retirement. There is no such thing as a standard plan — it’s all driven by needs and interests of our clients, their families, and the many facets of their financial position...
 

Investment Management

We believe in controlling the things we can control, such as expenses and taxes. As such, we build broadly diversified portfolios and strategically rebalance them as appropriate to help you reach your goals. We align risk and return combined with behavior change to design a portfolio that accounts...
 

Business Planning

Business owners have countless daily demands on their time. Additionally, they must save for retirement, and plan for what will happen to the business when the owner retires. Whether it’s a buy-sell agreement between owners, or an income preservation plan for your loved ones, we offer comprehensive...
 

College Planning

Have you determined how you will financially contribute to the education of your children and grandchildren? Effective education planning involves asset allocation, tax planning, estate and generation-skipping planning, asset protection planning and financial aid considerations. Best advice; start...
 

Insurance

Insurance planning is a critical component of a comprehensive financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks. We specialize in the following types of insurance: Life Insurance (Permanent and Term) Long-Term Care -Disability Non...

Our Team

Marcus Dickerson

Accredited Asset Management Specialist®

Marcus has been affiliated with FMW Financial Advisors, LLC, since 2011. He joined the industry in 2005 with Edward...

Jason Dickerson

Accredited Wealth Management Advisor®

Jason joined our firm as a Financial Advisor in 2015. He holds the Accredited Wealth Management Advisor (AWMA)...

Ready to get started? Get in Touch Today!

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