whitecon-play-solid circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-email actcon-phone actcon-external-link actcon-check actcon-x actcon-location actcon-target actcon-check-circle actcon-social-facebook actcon-social-twitter actcon-city
Questions? Need help?
Book a Concierge!
Concierge plug ana
Cropped dirk gilliard portrait  2

Dirk Gilliard

Dan Goldie Financial Services
Palo Alto, CA
“One of the top RIA’s in the U.S. according to Barron’s and the Financial Times.”

Meet Dirk

571010751 200x150
Introduction Video - Dirk Gilliard
571012332 200x150
Introduction - Dirk Gilliard
571011084 200x150
What Differentiates Us - Dirk Gilliard
571012261 200x150
Our Investment Philosophy - Dirk Gilliard
Video Transcripts

Dirk Gilliard is a Partner with Dan Goldie Financial Services, an independent financial advisor, financial planner, and investment advisor in the San Francisco Bay Area. Recently named one of the Top RIA's in the U.S. by both Barron’s Magazine and the Financial Times, DGFS manages approximately $710 million for individuals and families. As a Registered Investment Adviser, he has a legal fiduciary obligation to his clients.

With clients throughout the…

Dirk Gilliard is a Partner with Dan Goldie Financial Services, an independent financial advisor, financial planner, and investment advisor in the San Francisco Bay Area. Recently named one of the Top RIA's in the U.S. by both Barron’s Magazine and the Financial Times, DGFS manages approximately $710 million for individuals and families. As a Registered Investment Adviser, he has a legal fiduciary obligation to his clients.

With clients throughout the country, Dirk takes an educational, consultative approach to providing advice helping individual investors and families make smart decisions and realize their investment goals. Working with Dimensional Fund Advisors since the early 1990’s, DGFS incorporates the principles of modern finance as well as academic and professional research to help guide clients through the often complex and counterintuitive world of investing and personal finance.

Dirk has an extensive and diverse 25-year career in financial services. He has worked on the floor of the Pacific Stock Exchange, managed complex investment accounting software, and marketed institutional investment services to the world’s biggest investors. Having seen all aspects of the traditional investment industry, highlighted by his time in the mid 90’s working for the retail brokerage division of a Wall Street Bank, Dirk realized that the industry’s hard-sales tactics and many conflicts of interest did not serve clients well and was inconsistent with his personal values.

It was then that Dirk learned about asset class investing and decided to build a business around what he saw as a better way to invest and help clients achieve their financial goals. In 1995, he joined an established San Francisco based independent RIA in order to start providing unbiased advice. In 2008, he founded his own investment advisory firm later joining as a partner with Dan Goldie Financial Services in 2011.

Dirk learned early the lessons of hard work and self-reliance and developed a desire to help others. While working throughout high school and college to help his family financially, Dirk found time to become an elite swimmer and water polo player. He played water polo for U.C. Berkeley as a walk-on and graduated in 1990 with a degree in Political Economy after being accepted to Berkeley’s International & Area Studies Academic Program.

With a passion for coaching and helping those less fortunate, Dirk volunteers for philanthropic organizations that share this core value. Since 2009, Dirk has served as a member of the board of advisors for the Salvation Army of San Francisco. He is also a life member of the Guardsmen of San Francisco, a group dedicated helping Bay Area at-risk youth.

Dirk and his wife, Nicole, reside in Los Altos with their two boys. He enjoys coaching youth sports, cycling, ski mountaineering and swimming with Stanford Masters.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
LGBT services
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Education

Bachelors