Rick Diamond

Rick Diamond was born with an entrepreneurial mindset.

While attending Villanova University, Rick started his first apparel company. After 17 years building and selling two companies, Rick was recruited into the wealth management industry, taking a Vice President position with Alliance Bernstein in 2005.

He left the world of proprietary wealth management agencies and created The ROI Group. His vision was to create an independent, open-architect firm focused on education, collaboration, and strategy for individuals, families, and businesses.

Rick is an Accredited Investment Fiduciary, AIF® and a National Social Security Advisor. NSSA. This industry certification signifies he has acquired the knowledge to apply Global Fiduciary Standards of Excellence and his commitment to continuing education. His securities registrations include Series 66, and 63 held with the ROI Financial Group, LLC a Pennsylvania RIA, as well as an insurance license and a Advanced College Planning Certificate.

Rick, his wife Theresa of 37 years and their four grown children live in Berwyn.  When not working Rick is heavily involved with his family and is a National Ski Patrol member.  Rick and his family enjoy hiking outdoors, skiing and bicycling.


  • Accredited Investment Fiduciary (AIF®)
  • National Social Security Advisor (NSSA)
  • Series 66 & 63 Securities Licensed
  • Life & Health Licensed
  • Annuity Licensed
  • Long Term Care Licensed


  • Retirement Planning
  • Estate Planning
  • Tax Strategies
  • Annuities
  • Life Insurance
  • Long Term Care

Rick Diamond

Back to top button