8401 Greenway Boulevard Suite 212 Middleton , WI 53562

Aaron Dykxhoorn is a financial advisor in our Middleton, Wisconsin, office, where he serves clients as part of the University Wealth Management team.

As a CERTIFIED FINANCIAL PLANNER® professional, Aaron works with clients in the creation and implementation of comprehensive financial plans. Involved in the financial services industry since 2022, he helps individuals and families navigate wealth transfer and philanthropy strategies, proactive income and estate tax planning, retirement cash flow projections, retirement income structuring, insurance needs analyses, debt management, and education funding.

Before joining Savant, Aaron supported entrepreneurs and founders through economic development initiatives designed to help businesses scale. He also worked closely with leadership teams to prepare for investment opportunities, providing guidance on financials and long-term planning considerations.

Aaron earned a bachelor’s degree in biology and a Master of Science (MS) in finance from the University of Miami.

He enjoys golfing, exploring new restaurants and cuisines, and traveling with family and friends. Aaron is also an avid supporter of professional and collegiate Miami sports teams.

Articles &
Media

Charitable Gift Planning

Financial Planning Opportunities to Consider When Entering Phased Retirement

SECURE Act 2.0: What Every University Professional Needs to Know Before 2026

The Impact of the One Big Beautiful Bill Act on University Professionals

Financial Spring Cleaning: Simple Steps to Refresh Your Finances This Semester

Social Security Claiming Strategies for University Faculty

Last-Minute Tax Strategies for University Professionals

Education &
Designations

University of Miami
Bachelor of Science in Biology
Master of Science (MS) in Finance
CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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