Diamond Equity Advisors

Diamond Equity Advisors provides consulting, financial planning, pension/401(k) plan consulting, and asset management services to individuals, high‑net‑worth clients, business entities, and employee benefit plans. The firm offers ongoing financial planning and specialized business consulting services, including a fractional‑CFO style program for small businesses, and delivers asset management through third‑party subadvisers.

The firm’s stated investment approach draws on fundamental analysis and modern portfolio theory and generally favors buy‑and‑hold investing while also using short‑term and fixed‑income strategies where appropriate. As disclosed in the brochure, all reported assets ($16,446,333 as of December 2025) are managed on a non‑discretionary basis and management of client accounts is provided via a third‑party platform (SEI), with clients receiving regular custody reports.

Distinctive features include an online P.A.S.S. (Profit Accelerator Small‑Business System) membership that delivers educational videos and periodic mastermind trainings, and regular educational outreach tied to professional accounting conferences — activities that extend beyond typical advisory practices. The firm also documents a willingness to use options and other derivatives in managed accounts when appropriate and explicitly provides pension consulting services, each of which is less common among similar independent solo‑advisor firms.