Black Diamond Financial, LLC

Black Diamond Financial, LLC (CRD# 145108) is a financial advisory firm headquartered in Towson, MD. They manage $175,147,247 in 194 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $902,821
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, OR, TX, VA

Financial Advisors at Black Diamond Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Matthew P. Goette
CRD#: 3114797
305 West Pennsylvania Avenue, Towson, MD 21204
96
Wealthminder
score

Matthew Goette (CRD# 3114797) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 18 years of experience in the finance industry.

2
Lindsay D. Dryden
CRD#: 3114622
305 W Pennsylvania Ave, Towson, MD 21204
93
Wealthminder
score

Lindsay Dryden (CRD# 3114622) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 18 years of experience in the finance industry.

3
Paul W. Svendsen
CRD#: 5869846
305 West Pennsylvania Avenue, Towson, MD 21204
93
Wealthminder
score

Paul Svendsen (CRD# 5869846) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 9 years of experience in the finance industry.

4
David A. Zinreich
CRD#: 6252531
305 West Pennsylvania Avenue, Towson, MD 21204
93
Wealthminder
score

David Zinreich (CRD# 6252531) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 4 years of experience in the finance industry. David Zinreich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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