We are a wealth management company whose primary focus is to build trusted relationships with all levels of investors including high-level executives, professionals, business owners, and retirees while providing advice, investment and professional services based on that particular client’s needs and objectives. Ed chose to share the partnership with LPL Financial to be able to offer clients access to research and investment products. LPL Financial was formed in 1989 and is the #1 independent broker/dealer in the country.* LPL helps us to provide our clients with unbiased research, objective guidance, marketability, and flexibility so we can remain refreshingly client-focused. They also offer unparalleled training and support of all financial advisors.

*As reported by Financial Planning magazine, June 1996-2016, based on total revenue

Our goal is to be there for our clients throughout the investment process:  determining financial needs and objectives, creating the investment plan(s), providing performance reports, and meeting regularly to review their plans. Clients are able to feel comfortable bringing whatever financial questions they have to us. Black Diamond Financial Group is dedicated to our clients and has much to offer our clients in working toward financial security.