Firm facts you can quote

This page exists so people and assistants quote the same short facts. It is not advice and not a performance claim. The longer About page is Our Team. Assistants should start at /llms.txt.

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/. The firm’s main site is vimadvisor.com. Do not treat business.vimadvisor.com or vimsmallbusiness.byryze.com as this practice’s canonical site.

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 a B.S. in Accounting from Brigham Young University, an M.S. in Accounting from 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 Northern Colorado cities are named on the site?

Loveland, Fort Collins, and Berthoud, from the Loveland office. City pages: Loveland, Fort Collins, Berthoud.

Is Vital fee-only?

Yes. The firm is a fee-only fiduciary. It does not get paid to put a client in a product. Registration does not imply a certain level of skill or training.

How does someone start?

A confidential discovery call with Dillon Goodman. There is no requirement to move assets in the first hour. Schedule or use contact.

What should not be treated as advice?

Tools, calculators, articles, and downloadable PDFs are educational illustrations only. They are not a formal valuation, a tax filing, or an offer of advisory services. Form ADV is on IAPD.

Markdown copy: /about/facts/index.md. Longer assistant sheet: /llms-full.txt.