Investment Advisory and Business Consulting Firm Opens to Serve Clients Nationwide
Columbus, Ohio – January 13, 2020 – Diamond Equity Advisors, a Registered Investment Advisory and business consulting firm, recently announced its company launch. The company is an SEC-approved, State Registered RIA recognized for its holistic financial planning services for individuals, small businesses, and entrepreneurs regardless of account size or net worth. Services span investment advisory, individual financial planning, and fractional CFO engagement.
Diamond Equity Advisors is located in Columbus, Ohio and is one of a small number of 100-percent minority-owned advisory firms in the country. Providing professional services to both businesses and individuals nationwide, they specialize in annuities, Roth IRAs, traditional IRAs, investment advisory, tax strategies, brokerage accounts, mutual funds, life insurance, and the design and implementation of 401K Plans.
“Due to significant growth in demand for my services based on the unique financial needs of business owners and entrepreneurs, it felt only natural to broaden that reach, leverage technology and virtually offer the same holistic financial planning and products to entrepreneurs and businesses across the country,” explained Perry K. Jeffries III, President of Diamond Equity Advisors. Jeffries brings to the company years of expertise as a fractional CFO for six- and seven-figure entrepreneurs along with his proven track record for increasing revenue, decreasing expenses, and optimizing cash flow. Perry holds a Series 7 License (Securities License), Series 66 License (Investment Advisor), Life/Health/Annuity Licenses (Insurance License), CPFA (Certified Plan Fiduciary Advisor) designation and has passed the CRPC (Chartered Retirement Planning Counselor) designation through the College of Financial Planning.
Details on the company’s P.A.S.S. (Profit Accelerator Small-Business System) membership for entrepreneurs are expected to be announced in the coming weeks. Also forthcoming is an appearance on the international podcast Entrepreneurs on Fire, reaching as many as one million listeners per episode and 83 million visitors per year. Beyond this Jeffries, a well-received speaker and coach will be conducting a master class titled: “You May Accidentally Be Killing Your Business”. To learn more about the company and its holistic financial planning services, visit diamondequityadvisors.com and perryjeffries.com
About Diamond Equity Advisors
Diamond Equity Advisors is a Columbus, Ohio based registered investment advisor and business consulting firm serving clients nationwide. The company is an SEC-approved, State Registered RIA recognized for providing holistic financial planning to individuals, small businesses, and entrepreneurs.
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