As an attorney, your time is valuable. Diamond State Financial Group can work with you to manage intricate compensation packages, address personal financial issues, or put a strategic financial plan in place that helps you meet your unique needs and future goals. Whether you need assistance for your practice, your personal life, or both, our financial professionals are well versed in the challenges and opportunities available to legal professionals. Benefit from a financial advisor who understands the risks and rewards of your profession and can provide sophisticated, convenient financial services to help you meet your life’s goals.

Contact us today for a complimentary, no obligation consultation.


Goal Setting

  • Financial needs analysis
  • Financial positioning
  • Budgeting and cash flow
  • Fee-based financial planning

Risk Management

  • Long Term Care Insurance
  • Life Insurance
  • Health Insurance
  • Disability Insurance


  • 401(k)
  • IRAs
  • SEP and SIMPLE
  • ERISA plans


  • Stocks, bonds, and mutual funds
  • Investment strategies
  • Brokerage accounts
  • College funding strategies
  • Annuities

Tax & Estate Planning*

  • Tax strategies
  • Tax-favored investments
  • Estate taxes
  • Trust services


  • Speaking Engagements
  • Financial Seminars