Diamond Advisor Group Email Format
Financial ServicesNorth Carolina, United States11-50 Employees
Diamond Advisor Group is a financial services firm based in Durham, North Carolina. It takes a holistic view of financial planning, seeking to show how retirement planning, savings, life and long-term care insurance, estate planning, charitable giving, and taxes fit together in a client's overall financial picture. The firm emphasizes tailoring plans to the individual rather than applying a universal, one-size-fits-all approach, and it states that its guidance is not driven by product sales or corporate agendas. Investment advisory services are provided through Brookstone Capital Management, LLC, a registered investment adviser, with BCM and Diamond Group operating independently. Insurance products and services are offered and sold through separately licensed agents.