Dillon McGill
Vice President
EP Wealth Advisors
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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Send Dillon a Message
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning, philanthropy and more.
As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.
Dedicated Wealth Team approach, led by your Advisor -- so you can focus on what’s important.
Taking new clients with a $500,000 investment minimum.
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Get to Know Dillon McGill
Dillon serves as a vice president and lead advisor. Working for several independent RIAs since 2010, in roles that included lead advisor and manager of financial planning, Dillon developed experience and knowledge with high-net-worth clients, equity compensation, portfolio planning for concentrated positions, and cash flow planning for highly compensated professionals.
Dillon received a B.S., Kinesiology from Cal Poly San Luis Obispo. An internship at an independent advisory firm subsequently redirected his career path from dentistry to financial services, which led to Certificates in Accounting and Financial Planning from UC Santa Barbara. Once he’d earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Dillon says he never looked back.
Playing the guitar, reading and spending time outdoors—whether hiking, mountain biking, motocross or off-roading—are some of Dillon’s favorite ways to unwind. He loves parking his truck on the beach on Saturday mornings with his partner, Eylene, and sipping good coffee. His favorite meal is anything that includes tacos and tequila!
I Can Help You With:
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Divorce Financial Planning
- Investment Management
- Charitable Giving
- Business Planning
Ideal Clients:
- High Net Worth Families and Individuals
- Retirees and Near Retirees
- Business Owners and Executives
- Widows or Divorced Women
- Professional Athletes and Entertainers
- Sudden Money Situations
FAQ with Dillon McGill
- Is EP Wealth a fiduciary?
- What does it mean to have a dedicated wealth team?
- Do you offer an initial consultation to see if we may be a fit?
- How does EP Wealth charge for its services?
Media Mentions and Industry Involvement
Office Locations
892 Aerovista Place, Suite 220 - San Luis Obispo, CA 93401