Why Dimond Financial Advisors
- Experience Matters: With over 23 years of experience we know what works. It has been very fulfilling to see plans we developed years ago for clients work and watch clients be able to retire on their own terms.
- Independence: Because Dimond Financial Advisors is an independent firm, we are able to put our client’s interest first. We have no proprietary interest in any of the securities we recommend. We are not employees of a brokerage firm, bank, or mutual fund company. We work only for you!
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- Institutional Resources: We have leveraged ourselves through our strategic partnerships to allow ourselves.
- Partner Level Attention: You are not handed off to a junior level person who may or may not be there tomorrow.
- Highly Focused Firm: We are a small specialized firm by design. This allows us to focus on our clients.
- Majority of Our Time is Spent Working For Our Clients, NOT Marketing: We are proud that our firm has been built on client referrals. We also believe that clients hire us to pay attention to there specific situation and don't want us spending our time marketing ourselves, doing seminars, luncheons, etc.
- World Class Technologies: We work with the best technologies in the business in order to provide clients world class financial planning, reporting, risk management and personal financial websites.
- Institutional Money Management: We have direct access to some of the world’s leading investment managers, many of whom were once available exclusively to large institutional investors. If accessed directly, many of these institutional managers would only be available for accounts of $25 million or more.
- No Proprietary Product: Because we are an independent firm, we are able to put our client’s interest first. We have no proprietary interest in any of the securities we recommend. We are not employees of a brokerage firm, bank, or mutual fund company. There are no sales managers or sales quotas.
- More value/Less Waste: By focusing exclusively on our clients needs we avoid costs that don’t directly add value to our clients. We do not have layers of operational management, commercial leases scattered across the country, national ad campaigns, sales force recruiting, costs of turnover, investment banking etc. Subsequently, we can offer high end financial services at a reasonable price.
