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Matthew Paul Goette

Black Diamond Financial, LLC

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About Matthew Paul Goette

Matthew Paul Goette is an Investment Advisor Representative at Black Diamond Financial, LLC. Matthew has been in the securities industry since 1999. Matthew is registered with the states of Maryland, Oregon and Utah. Matthew is a Certified Financial Planner and a Chartered Financial Analyst. Matthew is also the Owner of Callan Accounting CPAs & Advisors, LLC, which is not investment-related. Matthew specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth individuals.

Firm Information

Matthew Goette is currently registered with Black Diamond Financial, LLC. Black Diamond Financial, LLC is an investment advisor based in Towson, MD. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They manage approximately $701.43 million in assets, primarily for high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth individuals.
Black Diamond Financial, LLC

305 WEST PENNSYLVANIA AVENUE

TOWSON, MD 21204

$701.43M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Goette’s Registration & Firm History

MD

03/27/2020 - Present

Black Diamond Financial, LLC (TOWSON MD)

AL

06/01/2006 - 11/01/2007

HMC INVESTMENTS, INC. (BIRMINGHAM AL)

NY

10/24/2000 - 06/24/2005

JEFFERIES & COMPANY, INC. (NEW YORK NY)

VA

05/05/1999 - 11/10/2000

SCOTT & STRINGFELLOW, INC. (RICHMOND VA)

VA

04/29/1999 - 05/05/1999

SCOTT & STRINGFELLOW, INC. (RICHMOND VA)

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Licenses & Designations

BC

Issued 07/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Paul Goette.
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