William Dion, CFP®
Guiding Wealth with Purpose and Precision | Fee only | Fiduciary
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Serving Clients Nationwide
Guiding Wealth with Purpose and Precision | Fee only | Fiduciary
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About William Dion, CFP®
Hi, I'm William Dion, Senior Wealth Advisor at Tenere Wealth Advisors.The thing about personal finance is, it’s personal. Deeply personal. A blend of mathematics, art, history, and yes, emotion too. As a parent, I’ve always viewed my long-term purpose in raising children as helping them become self-reliant, equipping them with the tools and education to navigate life’s journey, while encouraging them to seek guidance for complex decisions along the way.
My multi-decade career as a Certified Financial Planner has been built on that exact same foundation: education and empowerment. I know the financial landscape can feel overwhelming. My goal is never to create dependency, but to empower you with the clarity and confidence needed to make decisions in your best interest—acting as your steady partner to refine that plan as life around you, your resources, and your values evolve. A sound financial plan is not solved once and then completed. It is monitored and adjusted continuously.
My journey began at Fidelity Investments, included time running my own practice, a tenure in the mortgage industry, and later heading financial planning for the Wealth Management Division of Rockland Trust across five regional offices. Most recently, I led the financial planning department at a 30-person firm in Boston.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
100 Independence Drive, Suite 7-958 Hyannis, MA 02601
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Annual Retainer
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button to schedule a complimentary discovery call. You can expect an engaging, productive conversation with no pressure. Our goal is to educate and inform. At the conclusion you should feel more knowledgeable and energized about your financial situation. I look forward to speaking with you.Offers Investment Management
Yes
About Tenere Wealth Advisors
At Tenere Wealth Advisors, I partner with clients to turn complex financial questions into clear, actionable strategies—especially around retirement timing, income planning, and tax efficiency. The goal isn’t just to create a plan, but to help ensure confident decisions at every stage of life.Why Tenere?
Welcome to a wealth management experience that is as unique as you are.
We are a small client-centric firm big on service, care and loyalty and have extensive experience with a diverse range of clients and situations.
Our name comes from the Latin tenēre—"to hold", “to keep” or “to place great importance upon” and connects to our core values of care, competence, loyalty, and the commitment we place on our client’s financial wellbeing. It reflects our belief that wealth is more than numbers—it's what supports your life, your values, and those you love.
Our Services
We guide individuals and families through every phase of wealth. Our approach is intentionally holistic, designed to guide you to and through financial independence.
✔️ Financial Planning Service
This service is best for those looking to develop a goal-based financial plan. This service offers targeted analysis, advice and guidance over a limited timeframe. This service is for those who prefer limited engagement and want to implement and monitor on their own.
✔️ Retainer Service
For those with accumulated wealth. This service provides an in-depth comprehensive financial plan covering all relevant issues with some ongoing support. This service is best for those who want comprehensive guidance with regular check-ins and prefer to implement and monitor on their own.
✔️ Wealth and Investment Service
For those looking for ongoing wealth, advisory and asset management services. This service is best for those looking to delegate the implementation, monitoring and day-to-day management of their comprehensive financial plan.
Education
Boston University, BU Program for Financial Planners | Framingham State University, Bachelor of Science, Business Administration
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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