Matthew
Goette
Black Diamond Financial, LLC
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About this Advisor
Matthew Goette is a certified financial planner and chartered financial analyst working out of Towson, Maryland who has 15 years of relevant experience. Goette currently works for Black Diamond Financial, LLC. Goette has gained experience at Callan Accounting Cpas & Advisors, LLC and Black Diamond Financial, LLC. Goette holds a Series 63 license, qualifying them as a securities agent, and can operate in Maryland, Oregon and Utah. Black Diamond Financial, LLC is a firm headquartered in Towson, MD. The firm has a total of nine people on staff. It handles $546 million in total assets across its 801 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 801 client accounts, 48% are held by high-net-worth investors who have more than $1 million in assets. Black Diamond Financial, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules typically vary depending on the type of services provided. Fees charged by Black Diamond Financial, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Black Diamond Financial, LLC Brokerage Details
$545,885,247
9
801
$681,505
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Matthew Goette Work History
Matthew has been registered as a financial advisor for 15 years.*
Callan Accounting Cpas & Advisors, LLC
Black Diamond Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Goette to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Black Diamond Financial, LLC
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
