Mission Statement

We at Diamond Equity Advisors believe that all of our clients deserve a true Private Client experience regardless of account size or net-worth. That experience should include comprehensive, customized solutions for their individual and business needs. We offer professional money management services for both individuals and businesses. Our idea of holistic planning consists of traditional investments, creative solutions and personalized advice. Our goal is to create lifetime clients not one time customers.

Perry Jeffries III, CRPC, CPFA  is the President of Diamond Equity Advisors, a Registered Investment Advisory and Business Consulting firm located in Columbus, OH with clients across the country. 

As a traditional financial advisor, Perry’s firm offers financial planning, asset management, investing, insurance and retirement planning to Individuals and Businesses.

As a fractional CFO, Perry consults 6-7 Figure Entrepreneurs and Small Businesses in the area of cash management, profitability, debt reduction and retirement and tax planning. 

In addition Perry has also earned the credential of becoming a Certified Profit First Professional. Perry’s trademarked brand is The Entrepreneur’s CFO ™

A former school teacher and personal trainer, Perry has dedicated his life to helping others. In addition to his Financial Credentials, Perry is also a certified John Maxwell Speaker and Coach in the area of Leadership. 

Perry attended Central-Hower High-School in Akron, OH. After graduation, he played for coaching legend, Bill VanGundy, at Genesee Community College, where he became an All-Region Awardee and runner up for Player-of-the-Year in the conference.

Perry then earned a full Division-I athletic scholarship to Tennessee State University, where he completed his formal education earning a degree in Mathematics and a minor in Biology. 

Perry was previously featured on Fox 28 Columbus OH in the segment “Financially Fit Fridays w/ Perry” where he provided entertaining yet thought-provoking content to individuals and businesses on a weekly basis. *paid advertisement in part by the E. CFO and Sponsorship

Most recently, Perry has been a standing spotlight speaker for the Ohio Society of CPAs for 3 consecutive years, presenting workshops on Financial Planning and Cash Flow Management. In addition, Perry has taken the national stage as a workshop presenter at the AICPA (American Institute of Certified Public Accountants) National Convention. 

Lastly, Perry earned international exposure on the acclaimed podcast, Entrepreneur On Fire, where he taught his Master Class, “You’re Accidentally Killing Your Company.”

Perry, his wife Sara and their beautiful twin daughters, Micalyn and Madelyn reside in Columbus, OH. 

In his personal time, Perry enjoys working out, being a self-proclaimed “foodie”, playing cards or chess, traveling and coaching his twin daughters in basketball.

Licenses and Designations

In the areas of finance, Perry has held  a Series 7 License (Securities License), Series 66 License (Investment Advisor), Life / Health / Annuity Licenses (Insurance License), has earned the CRPC (Chartered Retirement Planning Counselor) Designation through the College of Financial Planning and has the CPFA (Certified Plan Fiduciary Advisor) Designation.

In addition, Perry owns one of the few firms across the globe that holds the Certified Profit First Professional certification; specializing in business cash-management and profitability.

Perry is also a member of the John Maxwell Global Leadership Team, where he has earned the certification of Speaker and Coaching and has been a Brand Ambassador for the founder of FUBU, Daymond John of the hit TV series Shark Tank.

Services Provided

Personal Services

As an individual, your needs are specific and unique to your personal goals. Whether your goals are short term like purchasing a house in a year, long term like retiring in 30-40 years or some place in the middle, our fiduciary responsibility is to make recommendations in our” clients best interest”.  As an Independent Investment Advisory firm we can offer unbiased solutions and recommendations. In addition to our advisory accounts, we can also offer brokerage accounts as well. We work closely with you to identify and build a portfolio customized to fit your needs.

Business Services

We understand that as a business owner that you have unique financial planning needs. Those needs could range from acquiring additional capital for your company to reducing your taxes, or planning for retirement in the future. Our team and strategic partnerships are comprised of entrepreneurs and business owners such as yourself. So we know from experience what your current and future needs may be. Our solution driven process of advising will offer you a crystal clear plan to maximize your efforts as an Entrepreneur and Business Owner.

Financial Planning

The core of our business is ensuring that our clients have a financial blueprint to help reach their goals. Has a home ever been built without the architecture blueprint? Are you building your financial house without one?

“A goal without a plan is a wish” We have made the financial planning process easy for you.

Office

4200 Regent St. Suite 200, Columbus, OH 43219

Queries

info@diamondequityadvisors.com

Call Us

(614) 763-6553