Dion Money Management is a fee-based investment advisory firm to affluent individuals, families, businesses and nonprofit organizations. Dion is an SEC–registered investment adviser and affiliate of the Fidelity Independent Adviser group of investment newsletters

Founded in 1996 and based in Williamstown, Massachusetts, Dion Money Management manages assets for clients throughout the United States. Donald R. Dion, Jr., founder and president, is a licensed attorney in Massachusetts and Maine and has more than 25 years’ experience working in the financial markets, having founded and run two publicly traded companies before establishing Dion Money Management.

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