About Us

Our clients don’t just stay compliant; they thrive, scale, and secure long-term financial success with clarity and control.

At Owen Morris & Co., we deliver high-level financial leadership without the overhead of a full-time CFO. We are experts at simplifying complex financial challenges, maximizing profits through strategic tax planning, and building scalable systems that empower businesses to grow with confidence. With decades of hands-on experience managing over $500 million in assets across real estate, development, and family office structures, we offer more than bookkeeping or tax preparation — we provide true strategic partnership.

What Makes Us Unique:

Deep operational expertise across real estate, construction, and family offices — not just theory, but real-world execution.
Proven results: over $25 million in client tax savings and streamlined financial systems adopted company-wide.
A personal, relationship-driven approach — we collaborate, communicate, and care about your business like it’s our own.
Systems thinkers and innovators — we don’t just record numbers, we optimize them to drive growth.
Serious support for serious businesses — ready when you are.

Our mission is simple:

Provide business owners with the financial strategy, systems, and support they need to maximize profits, minimize risks, and build lasting wealth.

We believe every entrepreneur deserves access to top-tier financial leadership…
no matter their size.

Reach Out for a Consultation

About Diana Owen

Diana Owen is a powerhouse in financial strategy and operations, trusted by serious businesses, nonprofits, and high-net-worth families who demand expert leadership and flawless execution. With decades of experience managing over half a billion dollars in commercial real estate and corporate assets, Diana brings unmatched precision to every engagement. As the founder of Owen Morris & Co., she has led clients through complex transactions, tax strategies yielding over $25 million in savings, and major development projects from ground-up construction to successful financial closeouts.

Diana is also a recognized expert in Family Office management, providing high-level financial oversight to high-net-worth individuals and their family members. She manages everything from personal financial reporting and real estate portfolio management to cash flow optimization and collaboration with estate attorneys, CPAs, and financial advisors. Her approach is built on discretion, accuracy, and strategic planning — protecting wealth while positioning families for future success.

Her broader expertise spans fractional CFO services, advanced systems implementation, cash flow strategies, and nonprofit financial leadership. Diana’s career bridges both corporate finance and public audit, giving her clients a uniquely well-rounded and practical perspective. She served as an Audit Manager at BDO — the fifth largest accounting firm globally and part of BDO International, one of the world’s largest accounting and consulting networks — where she sharpened her skills in risk identification, regulatory compliance, and delivering audit excellence.

Beyond her work with corporations and families, Diana has extensive experience supporting nonprofit organizations. She has overseen budgeting and financial tracking for large capital improvement projects, managed multiple fundraising profit centers, prepared board reports, and presented directly to Board members. She has also led the financial management of large pledge campaigns, ensuring transparency, compliance, and donor confidence.

Diana is not just a financial professional — she is a strategic partner who identifies risks before they arise, simplifies the complex, and drives sustainable, profitable growth. Businesses, nonprofits, and families that are serious about their success choose Diana for one reason: she gets results.