Matt Dixon, based in Greenville, SC, has been with TruNorth Advisors for approximately seven years as a Partner and Financial Advisor.

Matt Dixon Greenville 1

Clients who have worked with Matt Dixon would say that his top strengths are strategic financial planning, sales process growth, and interpersonal leadership ability. He attracts crowds to various venues as a motivational speaker, and his unique background in finance and psychology makes him a friendly and dedicated teammate. He’s also seen transformational, operational, systemic, and remedial management improvement.

Matt earned his undergraduate degree in Finance from Utah State University, and his position with TruNorth Advisors quickly followed. This group specializes in wealth management and strategic retirement planning. As a registered financial consultant, Matt promptly earned high praise for his prudent, tax-free investment strategy that helped people prepare for the next phase of their lives, which he refers to as the new unemployment. In addition to investment consultations, Matt also provides investment guidance and strategies to achieve long-term goals, depending on each individual’s objectives.

Matt Dixon and his team have the knowledge and portfolio to provide a comprehensive, systematic approach tailored to each client’s specific needs. They recognize how important it is for a client’s assets to outlive them and assist each customer in achieving the retirement they desire. Matt makes intelligent recommendations that take the guesswork out of market fluctuations, giving his clients peace of mind and financial independence.

Matt has three years of experience as an educator and has appeared on television programs and radio economic segments, including WGTK. In addition to his other accomplishments, Matt is also a published author, having written a book about tax-exempt retirement planning called RITE (Retirement Income Tax Exempt). Matt refers to his five-point plan of success throughout his book, which has become nationally known. Matt has numerous accolades under his belt and earned his Registered Financial Consultant designation in 2017. He is proud to be part of the International Association of Registered Financial Consultants or IARFC, and ethics approved.

Whether he is pursuing professional endeavors or personal life, Matt Dixon has always been a person who strives to assist those around him. Matt has worked as a Missionary for the Church of Jesus Christ and Latter-Day Saints during his free time, volunteered with the Helping Hands Foundation, and has served in various leadership positions in churches within his community.

Colleagues and customers describe Matt Dixon as intelligent and skilled at developing strategic campaigns that help people achieve their retirement goals. He is adamant about ensuring that clients have a retirement plan in place well ahead of time, recognizing that this will provide a stress-free transition into the next stage of their lives.

Two Challenges that Hinder Your Non-Profit’s Success

Like any other business, nonprofits must remain relevant, maintain resources and attract new talent. Too often, nonprofits focus on needed services while failing to prioritize their economic resources and diversify their mission. A nonprofit can avoid losing donors and significance by mitigating these three challenges.


Social media and the growth of nonprofit news organizations have resulted in greater awareness of social issues among the general public. While increased awareness is good for social issues and causes, it has led to increased competition among nonprofits. Not only have the number of nonprofits increased, but potential donors can contribute to grassroots causes with a simple click.

Nonprofit leaders and board members are frequently blind to external changes and “market” forces. Furthermore, organizations are often unfamiliar with, or even unaware by, the up and coming “competitors,” so they don’t identify true rivals or adjust their strategy to maintain relevancy. 

Nonprofits survive when they attract consistent donors and receive public and private grants. Your nonprofit can surpass the competition by providing precise and consistent messaging, focusing on your expertise and experience with the issue, and running effective multi-channel donor campaigns.


Consistent, long-term donors have become more sophisticated in their expectations. They expect to see metrics and data that indicate your nonprofit’s effectiveness. If your nonprofit has successfully established programs, it is time to start showing its effectiveness. Establish measurable goals and report your progress. For instance, if your nonprofit seeks to provide services for single parents, choose one of your existing programs and set a goal. Inform your donors of the plan, update them on the progress and celebrate when a goal is met. This will create enthusiasm from your donors and a more substantial commitment to your cause.

The Bottom Line

A nonprofit is a business, and you must ensure that you maintain your bottom line. Your nonprofit’s effectiveness is dependent on the amount of income you can bring in. This requires your board to align effectiveness with cost. When establishing measurable goals, be sure to account for adaptability and shifting resources while staying in the black. A robust bottom line can ensure your nonprofit’s relevance by having the flexibility to address new issues and diversify your mission if current goals have been met.

Nonprofit organizations will never cease to be essential stakeholders in community actions and socially driven missions. Your nonprofit can maintain its relevance and a solid donor base by overcoming financial challenges and maintaining donor support.

Matt Dixon Greenville
Job Title
Financial Advisor
TruNorth Advisors