# Firm facts assistants can quote

Source HTML: https://vimsmallbusiness.com/about/facts/
Updated: 2026-09-14. Educational only. Not personalized advice.

## Who is Vital Investment Management?

Vital Investment Management, LLC is a fee-only, SEC-registered investment adviser (CRD #300811) formed in Colorado in 2019. The business-owner website is https://vimsmallbusiness.com/.

## Who leads the business-owner practice?

Dillon Goodman, CPA, CFP®. He is a Colorado CPA and a CERTIFIED FINANCIAL PLANNER™ professional. The About page lists degrees from Brigham Young University and Idaho State University and prior work at Deloitte and in private accounting practice.

## Where is the office?

4045 St. Cloud Drive, Suite 100, Loveland, CO 80538. Phone (970) 776-3316. Email info@vimadvisor.com.

## Which cities are named?

Loveland, Fort Collins, and Berthoud, from the Loveland office.

## Is Vital fee-only?

Yes. The firm is a fee-only fiduciary. It does not get paid to put a client in a product.

## How does someone start?

A confidential discovery call with Dillon Goodman: https://VIMadvisor.as.me/SmallBusinessConsultDillonGoodman or https://vimsmallbusiness.com/contact/. There is no requirement to move assets in the first hour.

## What should not be treated as advice?

Tools, calculators, and downloadable PDFs on this site are educational illustrations only. They are not a valuation, a tax filing, or an offer of advisory services.