Dylan D. Doone CFP.

A passionate wealth manager and fiduciary advisor, Dylan is dedicated to helping individuals and families build, preserve, and transfer wealth withconfidence. With extensive experience serving executives, professionals, retirees, and high-net-worth families, he believes that exceptional financial advice begins with trust, proactive communication, and personalized service.

Prior to founding the firm, Dylan spent eight years with Ernst & Young (EY), where he served as a Senior Lead Planner. In that role, he led complex financial planning engagements for clients across the banking, technology, pharmaceutical, and energy industries. While working closely with ExxonMobil employees and executives, he developed a passion for helping professionals navigate the unique financial opportunities and challenges associated with corporate compensation, retirement planning, stock-based compensation, and long-term wealth preservation.

Following his time at EY, Dylan served as a Senior Wealth Planner at Wells Fargo, where he advised affluent families on comprehensive wealth management strategies. His work integrated investment management, tax-efficient planning, retirement income strategies, estate planning, and legacy planning into cohesive financial plans tailored to each client's unique goals.

Today, he combines institutional-level expertise with the personalized attention of an independent Registered Investment Adviser. His mission is to provide objective advice, transparent pricing, and proactive guidance that helps clients minimize unnecessary fees, reduce taxes, and preserve more of the wealth they have worked so hard to build.

Above all, Dylan believes every client deserves a trusted advisor who is accessible, responsive, and genuinely invested in their success. His commitment is to ensure clients receive an exceptional level of care and never feel like just another account number.