Aaron’s Approach
Aaron Y. Dykxhoorn
CFP®, MS
Financial Advisor
Overview
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.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
University Wealth Management
Investment management and advisory services tailored to the unique needs of professors and other university professionals.
Education
- University of Miami
Bachelor of Science in Biology
Master of Science (MS) in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Master of Science (MS)
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Financial Planning Opportunities to Consider When Entering Phased Retirement
Phased retirement helps university employees transition gradually, mentor others, and explore tax, Medicare, and investment planning before full…
Charitable Gift Planning
Charitable gift planning can align giving with tax, retirement, and estate goals while helping you support the causes…
SECURE Act 2.0: What Every University Professional Needs to Know Before 2026
Learn how SECURE Act 2.0 changes affect university professionals, including Roth catch-up rules and 2026 retirement planning tips.
The Impact of the One Big Beautiful Bill Act on University Professionals
Learn how the OBBBA makes TCJA tax brackets permanent, boosts SALT caps, and adds new deductions for academics….
All Insights by Aaron Y. Dykxhoorn
7 insights
Financial Planning Opportunities to Consider When Entering Phased Retirement
Phased retirement helps university employees transition gradually, mentor others, and explore tax, Medicare, and investment planning before full…
Charitable Gift Planning
Charitable gift planning can align giving with tax, retirement, and estate goals while helping you support the causes…
SECURE Act 2.0: What Every University Professional Needs to Know Before 2026
Learn how SECURE Act 2.0 changes affect university professionals, including Roth catch-up rules and 2026 retirement planning tips.
The Impact of the One Big Beautiful Bill Act on University Professionals
Learn how the OBBBA makes TCJA tax brackets permanent, boosts SALT caps, and adds new deductions for academics….
Financial Spring Cleaning: Simple Steps to Refresh Your Finances This Semester
As the spring semester winds down, it’s the perfect time for university faculty and staff to give their…
Social Security Claiming Strategies for University Faculty
Given how vital Social Security is to retirement planning, understanding its rules and available claiming strategies is crucial….
Last-Minute Tax Strategies for University Professionals
As the April 15 tax deadline nears, university professionals may feel the pressure of last-minute tax planning. While…
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CFP®
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.