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About Our Team

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About Black Diamond Financial

In March 2012, we embarked on a journey to transform financial advising into a more personal and transparent experience. Born from a desire to truly understand and prioritize our clients' needs, our firm set out to be a beacon of integrity and trust in the financial world.

Empowering Your Future

Empowering Your Future

Our mission is more than just a statement; it's a promise to empower you with financial clarity and confidence. We believe that your financial journey should be as unique as you are. By tailoring our approach to fit your specific goals, we help you navigate the path towards financial independence with clarity and intention.

The Heart of Our Practice

The Heart of Our Practice

Integrity, transparency, and trust form the core of our philosophy. We are committed to acting as fiduciaries in advisory relationships, always putting your interests first. With a focus on disciplined strategies and ethical decision-making, we aim to provide robust financial guidance that aligns with your aspirations.


Our Guiding Principles

Our Guiding Principles

Guided by expertise and discipline, we are dedicated to helping you build and preserve your wealth. Accountability is not just a buzzword for us; it’s a commitment to being your steadfast partner in this financial journey. We believe in open communication and honest advice, ensuring that every step we take together is informed and purposeful.

Building Lasting Relationships

Building Lasting Relationships

Our story is one of building lasting relationships that thrive on trust and accountability. We are here to support you in every phase of life, whether you’re planning for retirement, aspiring to grow your wealth, or seeking clarity in your financial decisions. Together, we can pursue your financial dreams.


Meet Your Team

Disclosure:

Edward Sep, Thomas Levy, Gene Levengood, and Thomas McCrea offer securities through LPL Financial. Member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Advisors, LLC and Black Diamond Financial Group are separate entities from LPL Financial.

Jerry McCready offers securities and advisory services through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

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Consultation

If you believe you could benefit from working with a financial professional, we invite you to schedule a meeting to review your portfolio, financial trajectory, and goals, and to ascertain if our practice is a suitable match for your needs.

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