
Your Partners
The team at Dillow Wealth Management serve as your trusted advisors, providing ongoing expertise and care for every chapter of your family’s legacy or the life of your business.

Dillow Wealth Management provides personalized investment management and strategic wealth planning tailored to each client’s goals. As a trusted financial advisor, DWM focuses on delivering objective guidance and disciplined strategies designed to achieve long-term results.

Values That Drive Us
Your Dillow team is committed to supporting and educating clients through every stage of their financial journey. Each relationship is built on trust, integrity, and collaboration, ensuring that clients receive the highest level of professional service and care.
Unwavering Integrity
Diligence
Commitment to Excellence
Empathy
Client Advocacy
Meet Your Financial Allies

Tim Dillow CFP®
Founder and President
Tim Dillow is the Founder and President of Dillow Wealth Management, bringing nearly 25 years of financial services experience across family office management, capital markets, and advisory roles. A Certified Financial Planner™ professional, he leads with a disciplined, client-first approach centered on comprehensive financial planning.
Tim focuses on multi-generational wealth planning, philanthropic strategy, portfolio construction, and the use of structured products to support complex balance sheets. He works closely with families to align investment strategy with long-term objectives, emphasizing both growth and thoughtful preservation and transfer of wealth.
Drawing on his experience leading multiple business ventures, Tim brings a practical understanding of risk management, cash flow, and capital allocation to client engagements. He holds a Bachelor of Arts in Philosophy from the University of Wisconsin–Parkside and lives in Wheaton, Illinois, with his wife and three children.

Monte Dillow
Director, Growth & Operations
Monte Dillow is a senior commercial and operational leader with extensive experience driving sales growth and leading high-performing teams across global healthcare and medical technology organizations. He has held executive leadership roles with industry leaders including Abbott, Hill-Rom (Baxter) and Danaher (Cepheid), where he most recently served as Vice President of Sales.
Monte has a proven track record of building and scaling both small and established commercial organizations. He has successfully led cross-functional teams, delivering growth in complex, highly regulated markets. His expertise spans strategic planning, go-to-market execution, and commercial leadership across diverse healthcare and business segments, including domestic and international markets.
Monte holds a Bachelor of Arts in Political Science from the University of Illinois, Urbana-Champaign. He has three grown children and lives with his wife in Franklin, TN.

Ian Dillow
Wealth Advisor Associate
Ian Dillow is a Wealth Advisor Associate at Dillow Wealth Management, dedicated to helping individuals and families build confident financial futures. He is a graduate of High Point University with a degree in Finance and brings experience supporting personalized financial planning and investment strategies.
Ian holds the Series 65 license and serves as an Investment Adviser Representative (IAR). He is currently pursuing the Certified Financial Planner™ (CFP®) designation, further strengthening his technical expertise. Ian is focused on building client relationships grounded in trust, transparency, and long-term results.

Patrick Dillow
Financial Services Associate
Patrick Dillow is a Financial Services Associate at Dillow Wealth Management and a student at Butler University, where he is pursuing a double major in Finance and Entrepreneurship. Growing up around the wealth management industry, he developed an early appreciation for the impact of thoughtful, personalized financial guidance.
Patrick has gained hands-on business experience through leadership roles in a successful student-run business at Butler and by founding his own lawn care business. These experiences have strengthened his entrepreneurial mindset, leadership skills, and commitment to serving others. He is dedicated to building meaningful relationships and helping clients navigate important financial decisions with confidence.

Confidential Discovery
Holistic understanding of your financial landscape and family ambitions
Bespoke Strategy
Advanced, data-driven planning designed for high net worth complexity.
Seamless Implementation
Discreet execution leveraging institutional-grade resources, tax teams, and legal expertise.
Ongoing Stewardship
Proactive guidance, frequent reviews, and rapid responses to market and regulatory changes.
Our Philosophy
At Dillow Wealth Management, loyalty and trust form the foundation of every client relationship. The Dillow team is committed to supporting, educating, and guiding clients—from first-time investors to those focused on preserving wealth for future generations.
In a complex financial world, DWM helps clients look beyond short-term market movements to focus on their long-term goals. By understanding what truly matters to each client, Dillow Wealth Management develops holistic financial strategies that align purpose with performance, providing clarity, confidence, and peace of mind.
Let’s Write Your Family’s Next Chapter Together
Ready to experience family office-level service delivered without institutional barriers?
