Dillon Smith, CFP®

Dillon Smith is a Founding member of Capstone Financial Partners and brings a unique approach to financial planning complimented by a white glove service model. As a Certified Financial Planner® Professional, Dillon prides himself on being a true professional for his clients and provides a clear path for accessing industry leading knowledge and advice. Regardless of his client’s focus: career, family, community, retirement, charitable giving or a mix of these goals, Dillon’s team of experienced professionals will help you create a tangible plan of action to accomplish your goals. Serving as a "personal CFO" for his clients Dillon helps sift through the everyday complexities and educates his clients so they may make decisions from a position of strength.

With over 9 years of experience in fee based financial planning, Dillon has extensive experience in comprehensive estate structuring, wealth management, and insurance strategies for high-net-worth individuals and families. Business owner clients also benefit from Dillon’s knowledge of designing in-depth employee benefits strategies and executive carve-out programs, to attract and groom executive talent, while building loyalty among

their core group of employees. Dillon has shown tremendous value in working with corporate executives and has a particular focus on working with founders of start-up technology companies. Dillon resides in Gulf Shores, AL.  with his beloved wife Jayde, son Cooper, daughter Madelyn. He is an active member in his local church and community and enjoys all forms of recreational sports and saltwater fishing in his free time.