- Financial Planning
- Retirement Planning
- Investment Management
- Wealth Management
- Portfolio Management
- Estate Planning
- Asset Management
- Elder Care
- Lifetime Goal Setting
- ROTHs IRAs 401(k)
Raleigh, NC 27607
William Dix is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Bill is a native of Richmond, Virginia where he entered the financial services field in 1965.
A graduate of the University of Virginia, Bill has broad experience in Wealth Management practices in both consultative and management capacities.
He is the Managing Member of Fortune Management, LLC, a fee only financial planning and wealth management firm.
Credentials include the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant designations as well as Certificates in Personal Investments, Advanced Pension Planning, Advanced Estate Planning, and Financial Counseling Certificates from The American College.
He has also served as an officer for numerous professional associations and as a national board member of the Financial Planning Association, where he chaired the Ethics Committee.
Active in his local homeowners association, he lives with his wife in Raleigh, North Carolina.