Kaylin Dillon Financial Planning

The firm provides financial planning and portfolio management to individuals and couples — including services targeted to engaged couples and newlyweds as well as clients with stock-based compensation or trust income — and also works with charitable organizations and corporations, offering portfolio management for institutional-type accounts. Services described in the brochure include one-time financial plans (with prenuptial preparation and a newlywed session), ongoing comprehensive planning, standalone investment management, held-away account advisory, limited-scope planning, and optional Saturday meetings.

Investment advice is delivered using a strategic asset allocation framework informed by Modern Portfolio Theory, with tactical adjustments when appropriate, and portfolios that may combine active and passive managers; the firm also offers socially responsible / ESG options where requested. Client relationships are tailored to stated goals and risk tolerance, monitored through regular communication and quarterly reviews, and custody and fee billing are handled through third-party custodians with fees billed in arrears.

Distinctive features include an explicit focus on prenuptial planning and newlywed follow-up — a niche not commonly emphasized by peers — and the firm’s stated ability to advise on held-away retirement and plan accounts as well as institutional or corporate accounts, which is uncommon for firms of this scale. The brochure reports roughly $4.1 million in assets under management across a small client base and notes the use of independent promoters for client referrals, practices prospective clients may wish to review.