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We are a wealth management company whose primary focus is to build trusted relationships with all levels of investors including high-level executives, professionals, business owners, and retirees while providing advice, investment and professional services based on that particular client’s needs and objectives. Ed chose to share the partnership with LPL Financial to be able to offer clients more in terms of research and investment products. LPL Financial was formed in 1989 and is the #1 independent broker/dealer in the country.* LPL helps us to provide our clients with professional research, objective guidance, marketability, and flexibility so we can remain refreshingly client-focused. They also offer unparalleled training and support of all financial advisors. *As reported by Financial Planning magazine, June 1996-2018, based on total revenue Our goal is to be there for our clients throughout the investment process: determining financial needs and objectives, creating the investment plan(s), providing performance reports, and meeting regularly to review their plans. Clients are able to feel comfortable bringing whatever financial questions they have to us. Black Diamond Financial Group is dedicated to our clients and has much to offer our clients in working toward financial security. Third party posts found on this profile don't reflect the views of LPL Financial and haven't been reviewed by LPL Financial and for accuracy or completeness. For a list of states we are registered to do business, please visit www.blackdiamondfg.com Securities offered through LPL Financial, Member SIPC (www.SIPC.org)/ FINRA (www.FINRA.org) Advisory Services offered through Good Life Advisors, a registered investment advisor. Good Life Advisors and Black Diamond Group, LLC are separate entities from LPL Financial.

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Black Diamond Financial Group, LLC Questions

The Black Diamond Financial Group, LLC annual revenue was $872000 in 2024.

Edward Sep is the Owner of Black Diamond Financial Group, LLC.

5 people are employed at Black Diamond Financial Group, LLC.

Black Diamond Financial Group, LLC is based in Wyomissing, Pennsylvania.

The NAICS codes for Black Diamond Financial Group, LLC are [5239, 523, 52393, 52].

The SIC codes for Black Diamond Financial Group, LLC are [62, 628].

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