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 with the following key characteristics:

Low Cost

We believe cost is a critical factor in any successful investment strategy. As such, we offer fully transparent pricing that is well below the industry standard.

Risk Appropriate

Based on your time horizon and other key factors, we’ll tell you how to allocate your money across stocks and bonds so your portfolio is properly adjusted for risk.

Returns Optimized

We develop a portfolio of asset classes for you in accordance with Modern Portfolio Theory in order to maximize your return for your desired level of risk.

Tax Efficient

We focus on improving your returns by lowering your taxes. We achieve this objective through various strategies such as optimal asset location, tax loss harvesting and tax advantaged investment securities, like ETFs.

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