Diamond Advisor Group
The Diamond Advisor Group is a financial planning and wealth management organization that was founded in Durham, North Carolina. The Diamond Advisor Group is dedicated to helping people gain a better understanding of how all facets of their financial picture work together. This includes Retirement Planning, Savings, Life Insurance, Long-Term Care Insurance, Estate Planning, Charitable Giving, and Taxes.
We are committed to your financial future and are not driven by product sales or corporate agendas. By looking at your entire financial profile, it helps to ensure that we are helping you set realistic and attainable goals for your future. We look at each individual separately and do not feel that there is such a thing as a one size fits all financial plan. All of our clients are unique, and we feel that their financial plans should reflect their individual goals and desires.
Through our affiliation with other groups, we have been working with Federal and private industry employees as well as North Carolina school systems for over 25 years. We have helped educators get a better understanding of their state retirement, 401(k), 403(b), and 457 programs, as well as keeping them informed of governmental changes that affect them and their families.