Your Knowledgeable Guides
At Allison Financial Group, we believe realizing and following your dreams leads to a rewarding life and opens your heart and mind to greater possibilities. We want to help make your dreams a reality. We meet you where you are and give you the skilled guidance you need to successfully navigate life's challenging transitions so you can live your dream.
Barbara Lynn Allison
President
Barbara Lynn Allison founded Allison Financial Group, Inc. in 1994 based out of Boston, Massachusetts. Her core mission was to create a client-centered approach to financial planning and investment management, something she felt was lacking in the industry. This holistic approach required a keen understanding of the emotional, psychological, and practical belief systems of all her clients. Acknowledging this deeper undercurrent of behavioral finances made it possible for Barb to be proactive and prepare her clients for the inevitable transitions that occur in all our lives.
Using financial planning as a tool, Barb excels at illustrating how different paths can impact her clients’ lives in the long run. These plans allow her clients to see the possibility of their dreams and the courage to act on them. Designing customized portfolios based on these plans supports the transitions to living their dreams while still being mindful of future needs. This process became the Allison Advantage.
Barb’s passion has always been growth; personal, professional, and spiritual. In 2020, continuing her passion for growth, she moved to Laguna Beach, California to create a family practice. From this transition, she has been able to pass on the legacy and principles of a client-centered financial firm to her niece and nephew, while maintaining her East Coast client relationships. Being long-term partners with her clients has been the greatest honor of Barb’s life.
Ever mindful of a deeper connection to the universe, Barb spends some of her free time in spiritual workshops and retreats. You can also find her on a tennis court or enjoying time with her extended family.
Victoria Dixon
Investment Advisor
Tori Dixon was born and raised in beautiful Orange County, California. She graduated from Loyola Marymount University with a bachelor’s in psychology and a passion to work with people. Tori firmly believes in the importance of behavioral finance. To reach your goals, you must first address the emotion of money and the effect that gender, generation, culture, and religious beliefs have on your perspective of wealth.
Tori’s top priority is developing a meaningful relationship with her clients built on honesty and trust. Discussing finances can often feel overwhelming and uncomfortable, and as an advisor, she fosters an open environment for her clients to voice concerns and dream big. Tori empowers individuals and families to reach beyond the ordinary to bigger heights. Her innate skills of active listening and empathy, coupled with a drive for excellence, propels her to go above and beyond for her clients.
Tori lives near the water in Newport Beach in an authentic beach cottage. She enjoys riding her bike on the boardwalk, cooking homemade meals for friends and family, and exploring new countries! Tori’s newest roommate is a cat named Winnie who gives her a run for her money. Close family is paramount for Tori, so the opportunity to work with her aunt and brother in a family practice has been one of her biggest blessings.
James Dixon
Investment Advisor
James came to Allison Financial Group after excelling in a corporate sales role that left him wanting to pursue a career with a more meaningful impact on people’s lives. His psychology degree from Chapman University combined with his sales background prepared him for a career that requires a balance of both emotional and technical perspectives. In 2020, he helped form the Allison Financial Group “family practice” to work with his aunt and his sister.
James utilizes a holistic approach to discover and understand each client’s specific goals and concerns. He has a unique ability to integrate the human element of finances with sound objective guidance. James specializes in portfolio construction, tax strategies, retirement planning, generational wealth transfer, and small business retirement plans. He is meticulous in his analysis and steadfast in his pursuit of the best solutions for his clients to realize their dreams. James strongly believes in educating clients about the power of investing and healthy financial habits that lead to financial freedom.
James resides in Newport Beach with his wife Ashley and their two cats. In his free time, James enjoys playing golf, traveling with his family, or attending an Angels game. He also enjoys playing board games with his lifelong friends- though Ashley thinks he can be “too competitive”.
Our Extended Team
Our affiliation with Commonwealth Financial Network® gives us access to teams of investment research specialists, retirement professionals, and advanced financial planning specialists, to help us better serve your needs. Use the link below to learn more about our support team.
