Advisor Revelations: How DPL Takes the Load off RIAs

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BY Sean Hollitz

April 15, 2021

Founder of BlackDiamond Wealth Management, Sean Hollitz, and DPL's Blake Phillips discuss the process of keeping legacy clients under the fiduciary umbrella during Sean's transition into becoming an RIA and how partnering with DPL has saved him time and has given him better Commission-Free product options for his clients.

Sean Hollitz

Sean Hollitz, ChFC, CFS, CLU, CAS, CLTC, started his career over 20 years ago at a small boutique wealth management firm, but really sunk his teeth into financial planning at Lenox Advisors, where he worked for more than a decade. It was an incredible training ground for comprehensive financial planning, however he was looking to have more freaking fun. So he created a firm with a lot more flare and buttoned-down feel, all while maintaining everything that a typical Wall Street financial firm offers.

Designation

Founder and Managing Partner, BlackDiamond Wealth Management

First Name

Sean

Last Name

Hollitz

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Sean Hollitz, ChFC, CFS, CLU, CAS, CLTC, started his career over 20 years ago at a small boutique wealth management firm, but really sunk his teeth into financial planning at Lenox Advisors, where he worked for more than a decade.

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