Black Diamond Financial

We provide holistic investment advice that encompasses our clients' total financial picture on a fee-only basis to help achieve their financial goals. Our comprehensive financial and investment plan includes: Setting Objectives We work extensively with our clients to fully understand their priorities and investment objectives. We employ a consultative approach in formulating each client's risk tolerance, return objectives, time horizon, and income needs. This process is critical to the value we provide as an independent investment advisor to keep our clients' investment portfolios on track, even through periods of market volatility.