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Dillon Goodman, CPA, CFP®

Dillon Goodman, CPA, CFP®

Financial Advisor for business owners

Dillon Goodman, CPA, CFP®

Loveland, Colorado

In person in Northern Colorado. Zoom anywhere in the United States.

Dillon leads Vital's work with business owners and entrepreneurs. He came to advice through the books: a Bachelor of Science in Accounting from Brigham Young University and a Master of Science in Accounting from Idaho State University. He is a Colorado CPA and a CFP® professional. Before he joined the firm, he worked at Deloitte and in private accounting, inside the operating rhythm of closely held companies.

Expertise

  • Business owners and entrepreneurs
  • Tax-aware planning
  • Retirement planning

Credentials

  • Colorado CPA
  • CFP® professional

Education

  • B.S. Accounting, Brigham Young University
  • M.S. Accounting, Idaho State University

Experience

  • Deloitte
  • Private accounting practice with closely held businesses
  • Financial Advisor, Vital Investment Management

Vital Investment Management, LLC. CRD 7468576. Fee style: aum. At least $1,000,000 in investable assets, or at least $250,000 in annual income.

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Profiles are supervised-person pages so you can read who may review an exclusive request for Vital Investment Management, LLC. A profile is not an endorsement, ranking, testimonial, or representation that a person is right for you. Confirm current firm records on Investor.gov by searching CRD 300811, and review Form ADV and Form CRS.

Vital Introductions is a service of Vital Investment Management, LLC, an SEC-registered investment adviser with a principal office in Loveland, CO. Firm CRD 300811.

Vital Investment Management, LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser (CRD 300811, SEC file 801-114889). Vital Introductions is a brand of that firm, not a separately registered adviser. SEC registration is a fact. It is not an approval, endorsement, or guarantee by the SEC or any state, and it does not imply a certain level of skill or training.

Vital Investment Management, LLC is compensated by clients under its advisory agreements, as described in its Form ADV and Form CRS. Vital Introductions does not sell the same household to a marketplace of unaffiliated firms.

Vital Investment Management, LLC has a material conflict: it has an incentive to accept a qualified household as its own advisory client. Exclusive routing through Vital is an intake rule, not a representation that Vital is the only fit, the lowest-cost fit, or the best fit.

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The Vital Introductions website and questionnaire do not manage assets and do not provide investment, tax, or legal advice. Investment advice and asset management, if any, are provided only after Vital Investment Management, LLC accepts you as a client under a written advisory agreement.

Before engaging Vital Investment Management, LLC, review that firm's Form ADV and Form CRS, which describe services, fees, conflicts, and disciplinary history. Search CRD 300811 on Investor.gov or adviserinfo.sec.gov. You will also receive those documents when you become a client, as required.