Matthew’s Approach
Matthew T. Dickson
Financial Advisor
Overview
Matthew “Matt” Dickson is a financial advisor in Savant’s Satellite Beach, Florida, office, where he helps clients pursue their financial goals through personalized financial planning and wealth management strategies. He is particularly passionate about helping small-business owners navigate financial complexity, supporting veterans and active-duty service members, and assisting families as they save for college education.
Matt joined Savant in 2025 after earning a bachelor’s degree in business finance from the University of Kansas in Lawrence. His path to financial services reflects a strong commitment to service and lifelong learning. Before beginning his career in finance, he served four years in the United States Marine Corps as an aviation ordnance technician in the aviation wing.
While attending the University of Kansas as a full-time student, Matt launched his financial services career in 2022 as a part-time administrative advisory associate with a boutique registered investment advisory firm in Overland Park, Kansas. That experience deepened his interest in helping individuals, families, business owners, and service members make informed financial decisions and plan for the future.
A Florida native, Matt enjoys spending time outdoors and with his family. His interests include fishing, surfing, beach activities, home improvement projects, and caring for horses with his wife. An avid animal lover, he also enjoys following developments in the global economy and personal finance.
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.
Education
- University of Kansas
Bachelor of Science in Business Finance
Affiliations
- U.S. Marine Corps – veteran
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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