Services

Objective guidance combined with expertise that’s unmatched in the financial services landscape: That’s the cornerstone of what we do at Diamond Consultants.

Financial advisors, independent business owners and financial services firms alike consider Diamond Consultants their “go to” firm for help in distilling an ever-changing industry landscape. That means guiding them through the processes of recruitment, mergers and acquisitions, and succession planning with a key focus in mind: to serve as sounding board and trusted partner for the next stage of their business lives.

For Financial Advisors: Considering a change, but don’t know where to start? With an ever-changing and expanding waterfall of possibilities to choose from, it’s nearly impossible for an advisor to handle due diligence alone. Let us help by asking the tough questions, curating the dizzying array of options, then customizing solutions and opportunities that meet your specific goals, so that you can focus on running your business. Learn more…

For Independent Business Owners: The landscape has presented both challenges and opportunities for independent firms. With a more onerous regulatory environment looming and the cost of doing business rising, independent advisors are exploring new ways to create a sustainable, growth-oriented business with real enterprise value. We can help guide you through M&A, succession planning, inorganic growth strategies, recruiting and other considerations for the next stage of your business. Learn more…

For Financial Services Firms: Whether you are looking to expand your team through the recruitment of quality advisors, or considering how your firm may benefit from mergers and acquisitions, Diamond Consultants has the expertise to guide you. We’ve worked with the largest firms, on through to IBDs and RIAs to help them define and reach their goals. Learn more…