A complete list of active advisors currently associated with Great Diamond Partners, LLC

Warmer can help you find a great advisor at Great Diamond Partners, LLC or one who fits your needs even better.

Great Diamond Partners serves a mix of individual clients (including high-net-worth individuals), pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary and non‑discretionary portfolio management, financial planning, business transition planning, and fee-based insurance advisory services. The firm customizes portfolios using model allocations and methods that include modern portfolio theory, technical and fundamental analysis, and long‑term purchase strategies, and it may employ margin or allocate to third‑party managers. Great Diamond leverages a third‑party platform (Dynasty’s TAMP and related services) to implement models, outsource trading/rebalancing, and access separately managed accounts and external managers while retaining client-facing contractual relationships. Noteworthy disclosures in the brochure include the firm’s use of testimonials and endorsements in advertising, and a deeper operational and capital relationship with Dynasty Financial Partners — including Platform/TAMP services, platform fees charged in addition to the firm’s advisory fee, financing from Dynasty Advisors Financing Services, and a revenue‑sale note arrangement through Dynasty Capital Strategies. The brochure also notes that some advisory personnel are licensed insurance agents who may sell annuities through a third party (with commissions separate from advisory fees), a practice the firm discloses as a potential conflict of interest.

To learn more about the advisors currently working at Great Diamond Partners, 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.