Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Mark P
Series 65
Bend, OR
Black Diamond Financial, LLC
Mark Paladijczuk is a financial advisor at Black Diamond Financial, LLC, holding a Series 65 designation. He has been with Black Diamond Financial since 2025 and has prior experience at Axia Wealth Management. His background includes educational roles at George Fox University, Central Oregon Community College, and Mountain View High School. Black Diamond Financial, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $1.37 billion in client assets through a multi-advisor team, employing a strategic asset allocation approach with low-cost, index-based core exposures, tax-aware portfolio construction, and selective institutional-quality private investments.
Alexander M
Series 65
Bend, OR
Black Diamond Financial, LLC
Alexander Musco is a financial advisor at Black Diamond Financial, LLC in Bend, OR, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Black Diamond Financial, he worked at SG Long Financial and has experience in educational roles including at California Polytechnic State University-San Luis Obispo, Hellgate High School, and Missoula International School. Black Diamond Financial provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $1.37 billion in client assets using a multi-advisor team approach focused on strategic asset allocation, tax-aware portfolio construction, and selective private investments.
Paul S
PFS™, Series 65
Bend, OR
Black Diamond Financial, LLC
Paul Svendsen is a financial advisor with Black Diamond Financial, LLC, holding the PFS™ designation and Series 65 license, and has 15 years of industry experience. He also maintains a CPA license and is involved with Axia Valuation LLC, a CPA firm he has been affiliated with since 2002. Additionally, he is an owner of Callan Accounting CPA's & Advisors, LLC, where he assists clients with financial and estate planning. Black Diamond Financial, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm employs a multi-advisor team approach, emphasizing strategic asset allocation, low-cost index-based investments, tax-aware portfolio construction, and access to private pooled investment vehicles for qualifying investors.
Derek H
Series 65, Series 66
Bend, OR
Black Diamond Financial, LLC
Derek Holdredge is a financial advisor at Black Diamond Financial, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and is also a partner at Callan Accounting CPAs and Advisors, an accounting and tax preparation firm where he spends the majority of his professional time. Prior to joining Black Diamond Financial in 2022, he worked briefly at Edward Jones. Black Diamond Financial, LLC serves individuals, trusts, and retirement plans with discretionary and non-discretionary investment management, financial planning, and plan advisory services. The firm manages approximately $1.37 billion in assets through a multi-advisor team, focusing on strategic asset allocation, tax-aware portfolio construction, and access to private pooled investment vehicles for accredited investors.
Erin W
CFP®, Series 66
Bend, OR
Black Diamond Financial, LLC
Erin Weber is a CFP®-certified financial advisor with six years of industry experience. She currently works at Black Diamond Financial, LLC and has prior experience at Investor's Fiduciary Advisor Network, Sherpa Wealth Strategies, and LPL Financial. Before entering the financial services industry, she was employed at Janssen Pharmaceuticals Inc for three years. Black Diamond Financial, LLC is a multi-advisor firm serving individuals, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $1.37 billion in assets and focuses on strategic asset allocation, low-cost index-based investments, tax-aware portfolio construction, and selective use of institutional-quality private investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters