Our Firm

Ronald L. Dison, CFP
® has been in private practice as a financial planner since 1980.  Effective Janurary 1, 2002, we are doing business as Dison Wealth Management (DWM). 

ECA Tax Services, Inc., our wholly owned sister company, provides an executive level tax preparation service for our financial planning clients at their request. Mr. Ronald Dison is also an
Enrolled Agent (EA).

Please read our Frequently Asked Questions list. These will answer some important questions upfront.

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What is an Enrolled Agent?

First, an Enrolled Agent is not an employee of the IRS or any government agency. Enrolled Agent means that the individual is "enrolled" with the IRS to act as an "agent" for the taxpayer. EAs are one of only three categories of people authorized by the Treasury Department to represent all classes of taxpayers before any administrative level of the IRS, the others being CPAs and Attorneys.

EAs earn the credential by passing an extensive two-day exam on tax laws. Administered by the IRS, it is a difficult exam with only about 30% of applicants passing each year. In addition, there is a significant continuing education requirement.
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What is a Certified Financial Planner?

The *Certified Financial Planner (CFP) practitioner is a member of a distinguished profession dedicated to serving the financial needs of individuals, families, and businesses.

"Certified Financial Planner
™  " is far more than a title; it is a precise definition of a person`s competence, experience, and intelligence in the complex profession of financial planning. To earn this title, the person must demonstrate competence in analyzing and developing personal and business financial plans through the successful completion of a series of rigorous financial planning examinations. These exams cover the financial planning process, insurance, investments, tax law, pension plans, and estate planning.

Professionals meeting the educational, experience, and ethical standards established by the Certified Financial Planner Board of Standards are licensed and authorized to use the CFP mark.

® and Certified Financial Planner™   are registered service marks of the Certified Financial Planner Board of Standards (CFP Board).back to FAQs

What type of Investments does Dison Wealth Management (DWM) recommend?

DWM is focused on helping clients maximize their long-term investment potential. To do this we primarily recommend Mutual Funds and Fixed and Variable Annuities that are appropriate to each client.

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How is DWM Compensated for their planning services?

Individuals may receive an initial hour of consultation at no charge. Beyond that, DWM charges $120.00 per hour for their planning services, due when specified by the agreement.

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If I have a financial plan made, how do I implement it?

You may implement your plan through any advisor of your choice. Ronald Dison, as a Registered Representative, can implement your plan through his broker/dealer, Cetera Advisors LLC (Cetera Advisors LLC).

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If I do choose to implement my financial plan through Cetera Advisors LLC, how do they get paid?

If you choose to implement your financial plan with Cetera Advisors LLC they will be paid via a commission deducted from your investment.

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Does this method of payment create a conflict of interest?

This method of payment may be considered a conflict of interests. However, as a CFP
® Practitioner, Ronald Dison is required to remain objective in rendering professional services.

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If I want to invest, am I required to have a complete financial plan made?

No, there is no requirement that you have a financial plan made. If you want to invest without a plan, you will be asked various questions about your current financial situation. This information is gathered in order to make recommendations that would be suitable for you.

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How can I make an appointment to speak with an DWM Advisor?

The easiest way is to call DWM`s office at (317) 297-1722. They will assist you in selecting a time that fits your schedule.

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