Case Study

J.P. King Advisors, Inc.

“Our assets under management have more than doubled since 2008. That could not have happened so easily without Black Diamond.” Nancy Gire, CPA, CFP,® Senior Financial Advisor and the firm’s Director of Operations.

J.P. King Advisors, founded back in 1981 by Jim King, is one of the original pioneering, fee-based independent firms. The illustrious history of the firm, now in its 4th decade of serving clients in the San Francisco Bay Area, is a fascinating example of how a focus on business and practice management can keep a firm alive, well and growing into the next generation of management.