A complete list of active advisors currently associated with Black Diamond Advisory Partners
Warmer can help you find a great advisor at Black Diamond Advisory Partners or one who fits your needs even better.
Black Diamond Advisory Partners serves individual investors, trusts, corporations and employer-sponsored retirement plans, delivering comprehensive portfolio management, standalone financial planning and retirement-plan consulting as well as portfolio monitoring. The firm manages client accounts on a discretionary basis and also offers hourly financial consultations and written financial plans. Investment decisions are informed by a mix of analytical methods — including fundamental, technical, quantitative and sector analysis — and the firm uses asset-allocation approaches ranging from strategic to tactical and core-satellite, with the ability to employ options and both short- and long-term holdings. Portfolios are monitored and rebalanced regularly, with at least annual reviews and the firm’s standard custody recommendations to qualified custodians. What distinguishes this firm from many similarly sized independent advisers is its ongoing work with pension and profit-sharing plans and delivery of retirement-plan consulting services, plus its advisors’ role as licensed insurance agents who may recommend insurance products (a disclosed potential conflict). The brochure also notes the firm previously sponsored a wrap-fee program that is no longer offered and discloses consent orders in 2022–2023 addressing state registration and leveraged/inverse ETF compliance.
To learn more about the advisors currently working at Black Diamond Advisory Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chesterbrook, PA
| 8
|
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