fbpx
Slider

About Us

What you need to know about us.

OUR GOAL IS TO CREATE LIFETIME CLIENTS NOT ONE TIME CUSTOMERS

OUR GOAL IS TO CREATE LIFETIME CLIENTS NOT ONE TIME CUSTOMERS

We are an Investment Advisory and Business Consultancy Firm located in Columbus OH with clients around the country.

We are a team of Entrepreneurs dedicated to helping other Entrepreneurs reach their financial goals, free up time and build up the ecosystem of successful business in America.

"Closing the Wealth Gap... ONE Business at a Time"

We specialize in helping our clients create permanent profitability in their businesses while Installing the systems and strategies needed to create wealth and ultimately financial freedom.

To some of our clients, we are THEIR CFO

To some of our clients, we are THEIR INVESTMENT ADVISOR

To some of our clients, we are THEIR FINANCIAL PLANNER

To some of our clients, we are THEIR COACH

We are THE #1 RESOURCE on financial matters for Entrepreneurs and Small Businesses

Our Role

We take our role as fiduciary very seriously.

As a Fiduciary

In our role we put our client’s best interests before our own, seek the best prices and terms, act in good faith and provide all relevant facts to clients.
By doing this we avoid conflicts of interest, disclose any potential conflicts of interest to clients and do our best to ensure the advice we provide is accurate and thorough.

Investment Platform

We have a totally open architecture as it pertains to our Investment Platform allowing us to be flexible and non-biased in our recommendations.

How Are We Compensated

As a Registered Investment Advisor, Diamond Equity Advisors may charge a flat fee or an hourly rate for our services. With a flat fee structure, the fee is assessed as a percentage of assets under management (AUM). Because of our Fiduciary Role, all costs will always be transparent and fully disclosed. At Diamond Equity Advisors we do not charge commissions.