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Reby Advisors, a national financial planning firm headquartered in Danbury, Connecticut, announces the addition of Wilton, Connecticut resident Dixon Downey to its roster of fiduciary financial advisors.
Reby Advisors CEO, Robert Reby, CFP®, said:
“Dixon was hired because of his industry experience, sophisticated perspective of financial markets and most importantly, the client-first values he shares with our firm. Reby Advisors takes pride in our collaborative team approach to financial planning. I’m confident his knowledge will add to the collective wisdom of our advisory team, just as the infrastructure we’ve built will support him in serving his clients.”
Downey explained the move:
“I see joining Reby Advisors as an opportunity to help more clients build a portfolio that’s appropriate for their goals and risk profile. I believe in the RIA (Registered Investment Advisor) model and giving fiduciary advice to clients in pursuit of financial security.”
Among the new responsibilities Dixon can expect to handle, the three main challenges are:
1. Creating financial plans to help families work towards their lifestyle goals. Reby Advisors believes in clarifying short- and long-term goals first, and then creating a financial road map to pay for those goals and address any risks that may prevent a family from achieving them.
2. Building investment portfolios that are customized to investors’ risk profile and income needs. Behavioral investing mistakes often prevent people from getting the returns they deserve. A comprehensive assessment of an individual’s true risk tolerance helps the investment advisor create an investing strategy the individual is likely to stick with through good times and bad.
3. Delivering advice across the full spectrum of personal finance. Many financial challenges and questions arise throughout life, from buying a house and paying for college to retiring on time and leaving an inheritance. Reby Advisors advises clients on all nearly all financial issues. The firm values clear communication that clients understand.
About Reby Advisors
Founded by Bob Reby in 1985, Reby Advisors is a financial planning firm that serves clients nationwide and has offices in Connecticut, New York and Florida. The firm serves more than 500 families and manages more than half a billion dollars in client wealth. Its signature financial planning tool, the Lifestyle Sustainability Scorecard, measures how well a family is managing 16 critical financial risks.
People seeking additional information about Reby Advisors can learn more at the company website www.rebyadvisors.com or by calling (203) 790-4949.
Release ID: 463287