A complete list of active advisors currently associated with Diablo Investment Advisors, LLC

Warmer can help you find a great advisor at Diablo Investment Advisors, LLC or one who fits your needs even better.

Diablo Investment Advisors provides discretionary asset management, ongoing financial planning, and limited consulting to individuals—including high‑net‑worth clients—primarily those planning for, approaching, or in retirement. Portfolios may include no‑load mutual funds, institutional‑class funds, ETFs, and occasionally individual equities and bonds, and the firm offers written financial plans when requested. The firm follows an asset‑allocation, passive investment philosophy that emphasizes long‑term diversification, tax efficiency, and minimizing trading; it uses risk‑tolerance questionnaires, periodic rebalancing, and may engage in tax‑loss selling. Investment selection prioritizes asset‑class exposure and cost, avoiding security‑picking and market timing, with allocations that can include global and sector‑specific ETF exposures. Noteworthy features include a relatively small client roster with roughly $42 million under management and a fee‑only business model that does not accept commissions or sell investment products. The adviser recommends a custody relationship with Charles Schwab to access institutional share classes and back‑office services, and discloses the firm’s principal maintains an outside career as an airline pilot—allocated up to half of his time—which the firm addresses in its conflict‑of‑interest disclosures.

To learn more about the advisors currently working at Diablo Investment Advisors, LLC, 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.