Fee-only fiduciary · Northern Colorado business owners
Business-owner wealth advice: book a discovery call with Dillon.
A 30-minute intro call with Dillon Goodman, CPA, CFP®. Cash, taxes, a possible sale, or wealth outside the company — we will tell you whether we can help.
- Fee-only fiduciary
- SEC-registered RIA · CRD #300811
- You meet Dillon — not a call center
- Northern Colorado
You meet Dillon Goodman, CPA, CFP®
Lead advisor for Vital’s small-business practice. Tax-aware planning for owners who want clarity before a sale, succession, or the next stage of wealth outside the company.
Book the 30-minute intro call
The intro call is 30 minutes. Pick a time that works. Confidential, no product pitch, and no obligation to become a client.
Prefer a new tab? Book the 30-minute intro call
Fee-Only Investment Advisor for Northern Colorado Business Owners
Vital Investment Management is a fee-only fiduciary investment advisor working with business owners and their families in Fort Collins, Loveland, Greeley and across Northern Colorado. We help coordinate investment management, retirement planning, taxes and business transition decisions in one plan. Meetings are available in person or by Zoom.
Why business owners & families book with us
- Fee-only fiduciary — we do not sell commissions or proprietary products.
- You meet Dillon directly on the discovery call (not a junior screener).
- Clear next steps: fit / not a fit — no pressure to move assets.
- Built for business owners: tax, cash flow, exit, and personal wealth together.
- Vital Investment Management (CRD #300811).
Simple process
Book a time
Choose a slot on Dillon’s Acuity calendar — usually within a few business days.
You talk, we listen
Share what is actually on your mind: taxes, liquidity, a sale, or building wealth outside the company.
Clear next step
If we are a fit, you will know the path. If not, we say so and point you elsewhere.
Quick answers
Is this a sales pitch?
No. Discovery is a conversation to see whether fee-only advice is useful for your situation. There is no obligation to become a client.
What should I prepare?
Nothing formal. A rough sense of your goals, tax picture, and any timeline (sale, retirement, liquidity) is enough.
Do you guarantee investment returns?
No. We do not promise or imply performance. Advice is about planning, risk, and process — not guarantees.