Our Unique Approach

At Black Diamond Financial, our approach to financial planning and investing is designed to preserve and grow your wealth. We create customized investment portfolios guided by the following principles:

Low Cost

Risk Appropriate

Returns Optimized

Tax Efficient

Investment Philosophy

Our investment philosophy adheres to decades of Nobel Prize-winning academic research, which has documented that market prices reflect the knowledge and expectations of all investors.

At Black Diamond Financial, our investing strategy employs a disciplined, low cost, quantitative approach, emphasizing broad diversification and consistent exposure to publicly traded markets globally. We typically invest in low cost, tax-efficient, exchange traded funds, or ETFs. These investments have grown significantly in popularity over the past decade.


Comprehensive, Unbiased Advice

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

Portfolio Creation


Active Evaluation

Our Team

We have extensive financial planning and investing experience and look forward to speaking with you.

Contact Us

(443) 841 7772