Rick Diamond, NSSA® Advisor · Wayne, PA

Rick Diamond is a highly respected Retirement Advisor at The ROI Group, located in Archer Suite, Pennsylvania. With a strong foundation in business and wealth management, Rick has transformed his passion for assisting individuals and families into a successful career in retirement planning. After co-founding his first apparel company while attending Villanova University and spending 17 years in entrepreneurship, Rick stepped into the wealth management sector as Vice President at Alliance Bernstein in 2005. His extensive experience includes advising on mergers and acquisitions and providing fiscal planning for apparel companies, which sharpened his financial acumen.

As a holder of the NSSA® Social Security certification, Rick Diamond brings specialized knowledge of Social Security planning to every client relationship.

Recognizing a critical gap in retirement preparation, Rick founded The ROI Group to offer independent, open-architect financial strategies tailored to ensure secure retirements. Drawing on years of expertise, he has guided thousands of clients through the complexities of retirement planning, emphasizing education and collaboration to help employees and business owners alike navigate their unique financial landscapes.

Outside of work, Rick is an active National Ski Patroller, a motorcycle enthusiast, and a devoted family man who treasures time spent with his wife, four daughters, and four grandchildren. Trust Rick Diamond to provide you with the knowledge, support, and personalized strategies necessary for a successful and fulfilling retirement.

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