Wishing a Warm Welcome to James Diamond and his Clients
Not just asset managers—we are trusted financial partners.
We understand the complexities of acquiring wealth. Our priority is to simplify this process for you. Allow our expertise to guide you so that you’re not burdened by your finances and can spend your time doing the things you love. We’ll help you manage and preserve your wealth. At Loring Advisory Group, we provide Financial Advice for Life®.
We have extensive experience providing the following services to high-net-worth individuals and their families, as well as to family businesses and foundations:
Personal Financial Planning
Tax Planning Services
Retirement Planning and Sustainable Income Strategies
Life, Long-Term Care, and Disability
Social Security and Medicare Analysis
We are not just asset managers—we are trusted financial partners. We help you make informed decisions as you travel through the various stages of life. Using a holistic approach, we develop a comprehensive evaluation of your current assets and your predicted future financial state—including anticipated contributions and withdrawals. A financial plan is a road map of your life. It is a living document that accounts for your income, your employer sponsored retirement plan, your insurance, your investments and much more. We provide Financial Advice for Life®.
We are passionate about educating clients because we know that once you understand the strategy, you won’t just be dreaming about retirement but you’ll be planning it!
Our job is to do the hard work so you don’t have to. Instead, you can spend your time enjoying life the way you’ve always envisioned.
Proudly Serving as Fiduciaries
As CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, we have always maintained a fiduciary relationship with our clients. Regardless of what happens in the Department of Labor’s rulings, we will continue to preserve this fiduciary relationship with our clients.
Acting in the best interests of our clients is one of our firm’s core principles. We are very serious in our philosophy that we work for our clients. This is why we became CFPs® and why we chose to be independent brokers and agents with no proprietary products. Moreover, CFPs® are required to be fiduciaries, obligated to engage in many hours of continuing education courses in order to be up to date on current laws and trends within the wealth management industry. Part of this requirement also is to be transparent in all dealings with clients. In such a relationship, good conscience requires us (the fiduciary) to act at all times for the benefit and interest of our clients.
Loring Advisory Group was founded with the belief that to provide exceptional financial services to our clients, we had to be free from the influences present at many traditional Wall Street firms. We are independent, fee-based, CERTIFIED FINANCIAL PLANNER™ professionals using a group specialty approach to counseling our clients. We do not use proprietary investment or insurance products and have no obligations to any investment firm or insurance company we may represent for your benefit.
CERTIFIED FINANCIAL PLANNER™ certification is widely considered the highest standard in the world of wealth management. CFP® certificants have completed extensive training and experience requirements and are held to rigorous ethical standards. All advisors at Loring Advisory Group have earned their CFP® certification.
We have created an environment where our clients may find honest opinions from credible financial professionals who understand your fears, dreams, and goals, and who offer appropriate financial solutions. Our staff of professionals all share the same commitment to our clients, and all bring their individual strengths and talents to guide our clients to the right solutions for their goals and objectives.