Advisor at Black Diamond Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Black Diamond Financial, LLC
Location
Lutherville, MD 21093
Credentials
CFP®, CFA®, Series 63
Industry experience
18 years
Matthew Goette is a CFP® and CFA® with 18 years of industry experience. He is currently a financial advisor at Black Diamond Financial, LLC, where he has worked since 2007. In addition to his advisory role, he owns Callan Accounting CPAs & Advisors, LLC, providing accounting services and assisting clients with general financial and estate planning outside of investment-related matters. Black Diamond Financial, LLC serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined investment process focused on asset allocation and low-cost, tax-efficient, index-based strategies, while also managing private pooled funds and offering tailored financial planning and ERISA plan services.
Based on Black Diamond Financial, LLC
Based on Black Diamond Financial, LLC
Negotiated fixed fees for comprehensive financial plans
Up to 0.85% per annum on assets with tiered decreasing rates as assets increase
$300 per hour for financial planning services
Account minimum: $1,000,000 Minimum fee: $3,000 annually or 3%, whichever is less; may be negotiable Fee-only: Fee-only registered investment adviser; fees are advisory fees without commissions
2330 West Joppa Road, Suite 320
Lutherville, MD 21093
Maryland · Oregon · Utah
Callan Accounting CPAs & Advisors, LLC
2021 - Present (5 years)
Black Diamond Financial, LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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