Black Diamond Financial, LLC

Black Diamond Financial, LLC

Financial Services

Towson, MD 260 followers

About us

Black Diamond Financial, LLC is a fee-only registered investment adviser with a unique and holistic focus on preserving and enhancing wealth. Our mission is to help you achieve your financial goals through the use of low cost, tax-efficient investment strategies. We create individualized investment portfolios for each client that are risk-appropriate, returns optimized, and tax-efficient. Where appropriate, we incorporate institutional quality private investments to capture illiquidity premiums or yield opportunities. Furthermore, we believe cost is a critical factor in any successful investment strategy and therefore offer fully transparent pricing that is well-below industry standard. As an employee-owned firm focused on our fiduciary duty, we make our clients’ interests our highest priority.

Industry
Financial Services
Company size
11-50 employees
Headquarters
Towson, MD
Type
Privately Held
Founded
2007
Specialties
Investing Advice, College Planning, Retirement Planning, Estate Planning, Tax Efficient Investing, Business Valuation, Private Investment Analysis, and Real Estate Investing

Locations

Employees at Black Diamond Financial, LLC

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