You Come First!

At Diamond State Financial Group, we operate like a family. One of our most distinguishing traits is how well we listen and how much we care. When you call into our office, you will speak with someone who is not only happy to serve you, but knowledgeable and generous with their time.

Here at Diamond State Financial Group, we only focus on one thing: the needs of our clients. We pour every ounce of effort we have into developing, implementing, and monitoring strategies that will help our clients meet their financial and lifestyle goals.

We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.

About Us

We believe in the power of personal relationships.  We are committed to helping our clients make the right financial choices in order to establish a solid foundation for today and a clear vision for tomorrow.  Since 1989, Diamond State Financial Group has been committed to helping our clients improve their long-term financial successes. We make available a wide range of quality financial products and the advice and expertise of highly qualified financial professionals.

Whether or not to establish a relationship with a wealth advisor is a decision that deserves careful consideration. You can trust we are committed to helping you accomplish your long-term financial goals.

Independence and Objectivity

We are proud to be an independent financial services firm as it allows us the freedom to provide our clients with unbiased and objective advice.  We are focused on recommending products and services based solely on the needs of our clients.

Valuable Experience 

We have created a team of specialists from all disciplines to work together to help assure our clients have the advantage in all areas of financial services. Teamwork is the defining factor that sets Diamond State Financial Group apart from the rest of the financial services field. When working with our team for either personal or business services, you are introduced to professionals that have the common goal of offering expert assistance to help you in reaching financial freedom.  As a team, we have more than 300 years of combined asset management experience!

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