Mark Dixon, CPA, CFP ®, CIMA®
Partner

Mark Dixon’s specialties include providing investment and wealth preservation strategies for high net worth individuals, foundations, endowments, and pensions. In 2004, Mark was named to Crain’s Detroit Business’s annual “40 Under 40,” which honors the best and brightest in Southeast Michigan who have made their mark in business before age 40. He’s also certified as an investment management analyst by the Investment Management Consultants Association, which involved coursework and an examination taken at the Wharton School. Mark is one of only approximately 3,000 people nationwide to hold this prestigious designation. He is also chairperson of PMFA’s Investment Committee.

Mark received his bachelor of business administration degree from the University of Michigan. His professional affiliations include the Investment Management Consultants Association, the International Board of Standards and Practices for Certified Financial Planners, and the American Institute of Certified Public Accountants.





Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.