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


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
 (443) 841 7772

Baltimore, MD
305 West Pennsylvania Avenue
Towson, MD 21204

Bend, OR
855 SW Yates Drive, Suite 101
Bend, OR 97702