Steve Dixon, CFA® CSRIC®, Principal

Steve Dixon, CFA^® CSRIC^®

^{Principal - Investment Manager}

Working with individuals to manage their portfolios, Steve Dixon takes a long-term, disciplined approach with a bias toward protecting against downside risks. He believes it’s a mistake for any financial professional to think they have all the right answers. He focuses on diversification and making sure Birchwood clients are in a position of not having to react to what’s going on in the markets. Whether the markets are going up or down, Steve strives to establish portfolios that help create a stable path.

Around the office, Steve is known for his analytical skills and his dry sense of humor; he doesn’t hole up in his office but enjoys conversations with staff and clients that can include lighthearted remarks delivered with deadpan wit. He has the ability to cull through vast amounts of information, consider the possibilities, weight them appropriately, and then use all of those factors to make a decision. He can also communicate very complex topics, strategies and economic situations in plain language. Birchwood clients receive a quarterly newsletter written by Steve that demonstrates his love of writing and conveying financial information to a non-financial audience. Steve became an owner of Birchwood in 2010.

Steve volunteers with BestPrep, a statewide nonprofit organization that seeks to prepare Minnesota students in grades 4-12 with business, career and financial literacy skills. He and his wife Mandy live in Medina with their children, Liam and Alec. Outside of work Steve enjoys playing hockey and golf with friends, watching movies and reading—that is, when he’s not shuttling his boys around town or playing with them.

2025 Selected as a Five Star Professional

Five Star Wealth Manager Program
The Five Star program is the largest and most widely published financial services award program in North America. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets. The Five Star Wealth Manager award process includes:

Nominations by peers and firms:
Wealth managers, including SEC- and state-registered investment advisory representatives and registered investment advisors, are nominated by their firm or a peer to be considered for the Five Star Wealth Manager award. Self-nominations are not accepted.

Objective selection process:
Award candidates are evaluated against 10 objective eligibility and evaluation criteria: 1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) Favorable regulatory and complaint history review; 4) Fulfilled their firm review based on internal firm standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) Educational and professional designations.

Regulatory and consumer complaint process:
Feedback from consumer surveys will augment a regulatory history review.

Firm review:
Firms will have the option to provide input on award candidates from their firm, regardless of the nomination source.

Click here for detailed information on the Five Star Wealth Manager research methodology.
To learn more about Five Star Professional visit fivestarprofessional.com.

Apr 8, 2025

Navigating Market Turmoil: Insights on Diversification and Strategy

Written by: Steve Dixon, CFA® CSRIC®

Market Insight - April 2025 Last week, President Trump made an announcement regarding U.S. import...

Mar 13, 2025

Current Economic Climate: A Test of Resolve [Market Insight]

Written by: Steve Dixon, CFA® CSRIC®

Market Insight - March 2025 As many of you may know, I have spent a good deal of my time away from...

Sep 18, 2023

A Look Back: How We've Managed to Avoid a Recession so Far [Market Insight]

Written by: Steve Dixon, CFA® CSRIC®

Market Insight - September 2023 Late last year I wrote that nearly all signs were pointing to an...

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Birchwood Financial Partners, Inc., an SEC Registered Investment Advisor. Birchwood Financial Partners, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and is not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of AZ, CA, FL, IA, IL, MN, NC, NY, TX, WI or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners, Inc. All links have been provided only as a convenience.

Banner Headline Here

Subheader Text

Switch Positions