Bend, OR Office

Team
Updated today
Black Diamond Financial, LLC logo

Black Diamond Financial, LLC

Team

Firm-wide stats for Black Diamond Financial, LLC

Total advisors

15

Across 4 offices

Clients per advisor

22 Very Low

Avg AUM per client

$3,367,299 Very High

HNW client ratio

65% Very High

About

Black Diamond Financial, LLC provides discretionary and non‑discretionary investment management, financial planning, and retirement plan advisory services to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and other entities. The firm manages approximately $1.37 billion in client assets, operates with a multi‑advisor team, and also offers access to private pooled investment vehicles for qualifying accredited investors.

The firm’s investment approach emphasizes strategic asset allocation and low‑cost, index‑based core exposures, with an overlay of tax‑aware portfolio construction and the selective use of institutional‑quality private investments to pursue illiquidity premiums or yield. Client relationships are documented through individualized Investment Policy Statements and include ongoing portfolio management, project‑based financial planning, and ERISA plan services including the option to act as a 3(38) investment manager.

Distinctive features include Black Diamond’s role as an adviser and sponsor of unregistered private pooled investment vehicles — the firm serves as investment manager to several funds (including a fund launched in 2025) that provide private placement offerings and receive annual PCAOB audits — and it requires client subscription paperwork before those fund investments are processed rather than authorizing purchases via discretionary trading authority. The brochure also discloses an affiliation with an accounting firm owned by some of the firm’s representatives, a relationship that can lead to referrals to affiliated accounting services and is identified as a potential conflict of interest.

Based on Black Diamond Financial, LLC

Expertise

Passive / index investing Private / alternative investments Options & derivatives strategies

Based on Black Diamond Financial, LLC

Occupation focus

Founder/Business Owner

Based on Black Diamond Financial, LLC

Location

855 SW Yates Drive Suite 101

Bend OR 97702

Advisors at this office

5

Advisors at this office

user avatar

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.

Passive / index investing Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

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.

Passive / index investing Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

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.

Passive / index investing Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

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.

Passive / index investing Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

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.

Passive / index investing Private / alternative investments Options & derivatives strategies Founder/Business Owner
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