Meet Diamond Mountain Financial

Strategic Wealth Planning Where Business, Family, and Legacy Align

Diamond Mountain Financial was founded on a shared belief: great financial planning should serve the whole picture—your business, your family, and the life you’re building beyond both.

Andy Roberson grew up inside a family business. From an early age, he saw firsthand how success on paper doesn’t always translate into peace of mind, and how the line between business and personal life often blurs for owners and entrepreneurs. That experience shaped his passion for helping families and business owners make smart, intentional decisions that lead to financial confidence, independence, and true abundance. Today, Andy works in the “gray area” where business strategy meets personal planning, helping clients align their companies with their personal goals—whether that means scaling for growth, preparing for an exit, or turning business success into lasting family wealth.

Jonathan Pop brings a complementary lens rooted in advanced strategy and long-term vision. At Diamond Mountain Financial, Jonathan helps professionals, business owners, and families rethink how they build and preserve wealth. By integrating sophisticated tax planning, asset protection, and growth strategies, he focuses on uncovering inefficiencies that quietly erode wealth and replacing them with clear, measurable solutions. His work ensures that today’s decisions support not only current success, but also multi-generational legacy.

Together, Andy and Jonathan created Diamond Mountain Financial to go beyond traditional wealth management. The firm specializes in working with owners in construction, real estate, manufacturing, solar, medical and dental practices, biotech, fintech, AI, and software—clients who want more than generic advice. Some are looking to maximize their businesses to support personal goals; others want to strategically leverage personal assets to fuel growth, optimize taxes, and plan for successful exits.

Every engagement is personal. Every strategy is custom-built. Clients choose Diamond Mountain Financial for discretion, creativity, and a deep understanding of the unique challenges that come with success. Our mission is simple: deliver clarity and confidence while preserving what matters most—your time, your freedom, and your legacy.