Comprehensive Financial Advice
We provide holistic investment advice that encompasses our clients’ total financial picture on a fee-only basis to help achieve their financial goals. As fiduciaries, we are legally obligated to act in the best interest of our clients all of the time. This duty includes providing unbiased advice that is optimal for each client’s specific situation. Our comprehensive financial and investment plan includes:
Setting Objectives
Portfolio Creation
Implementation
Active Evaluation
Our Unique Approach
At Black Diamond Financial, our approach to investing is designed to preserve and grow your wealth. We create customized investment portfolios with the following key characteristics:
Low Cost
Risk Appropriate
Returns Optimized
Tax Efficient
Other Services
We take the role of Chief Financial Officer for our clients and provide an array of financial services.
401(k) Advisory
Estate Planning
College Planning
Alternative Asset Review
Charitable Giving
Our Team
We have extensive financial planning and investing experience and look forward to speaking with you.
Contact Us
info@blackdfinancial.com
(443) 841 7772
Baltimore, MD
305 West Pennsylvania Avenue
Towson, MD 21204
Bend, OR
855 SW Yates Drive, Suite 101
Bend, OR 97702