Great Diamond Partners is an employee-owned, independent wealth management firm founded in 2019 and headquartered in Portland, Maine. The firm operates as a fiduciary, providing comprehensive and objective financial advice, investment management, trust and estate planning, and philanthropic advisory services. They focus on building long-term relationships with a select group of high-net-worth clients, offering customized strategies to help them manage, preserve, and grow their wealth across generations.

Founded in

United States