Diccianni Financial Group, Inc.

Diccianni Financial Group provides wealth management, tax planning, and estate planning services to individuals, high‑net‑worth clients, and pension plans, offering discretionary portfolio management and ongoing financial planning tailored to each client's objectives. The firm also offers estate settlement assistance for assets held at the firm at no additional cost.

Portfolios are constructed around a strategic asset allocation that uses passively managed index funds and ETFs as core holdings, supplemented by individual equities and actively managed funds where deemed appropriate; clients sign an Investment Policy Statement and accounts are reviewed at least quarterly. The firm employs a mix of charting, technical, fundamental and cyclical analysis in its process and notes that tax efficiency is not always the primary consideration, recommending consultation with tax professionals.

Advisors are registered representatives of broker‑dealer Leigh Baldwin & Company and are licensed insurance agents, and the brochure discloses that these roles can generate commission‑based compensation (including on variable annuities and insurance products) separate from the advisory fees. The firm also combines assets managed in its capacity as broker‑dealer representatives—identified on invoices as “Non‑billable”—with assets managed by the advisory business when determining advisory fee tiers; the firm converted to SEC registration on July 1, 2025 and reports a change in ownership effective July 1, 2026.