Our Partners

Dion Money Management

www.dionmm.com  |  www.fidelityadviser.com

Donald Dion, Jr

“The Focus model is built around the notion of not turning successful entrepreneurs into employees; rather, it is built on the premise of helping successful entrepreneurs build even more successful companies.”
Don Dion, President and CIO, Dion Money Management, Williamstown, MA • Focus Partner since September ’07

Based in Williamstown, MA, with offices in Burlington, MA, and Naples, FL, DionMM provides fee-based investment advice to affluent individuals, families, and nonprofit organizations. Founded by Donald Dion, Jr. in 1996, DionMM has clients in 49 states and 10 foreign countries. Don is also the publisher of the Fidelity Independent Adviser family of newsletters. Fidelity Independent Adviser publishes six monthly newsletters and three weekly newsletters reaching over 100,000 subscribers in 30 countries.