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:
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:
We take the role of Chief Financial Officer for our clients and provide an array of financial services.
Alternative Asset Review
We have extensive financial planning and investing experience and look forward to speaking with you.
(443) 841 7772
305 West Pennsylvania Avenue
Towson, MD 21204
855 SW Yates Drive, Suite 101
Bend, OR 97702