We Invest in Your Happiness.
We’re here to help you uncover and achieve your life’s goals – and we do that by providing you with everything you need to achieve Lifelong wealth.
We start by understanding your financial situation, including your assets, debts, taxes, and everything that makes up your financial life. This is where we feel most financial advisors start – and stop.
We put your financials into perspective by understanding your goals. Your goals are mapped out and revisited on a consistent basis, and we track our progress toward your goals. We believe this process isn’t prevalent in the financial planning field.
Your happiness is the core focus of what we do. We train with psychologists to get to the heart of what truly makes you happy, so that we can have a productive and impactful partnership – helping you to pursue lifelong wealth, fulfilled goals, and a lifetime of success.
What’s your retirement work style?
What We Do For You
We Provide Comprehensive Financial Planning & Investment Management
Through our streamlined Lifelong Wealth Planning Process, we’ll help you uncover and identify what makes you happy so you can set goals and we can plan your finances around what brings you joy.
Our 6 step Lifelong Investment Philosophy is designed to tailor your investments to your specific financial plan. Our CIO and investment committee is dedicated to your investment strategy from day 1, and they’re always available for your questions.
Everything Under One Roof
Our goal is to have everything you need under one roof – from your financial advisor, investment manager, tax professionals, estate planners, insurance and mortgage professionals – anyone that would make your life more convenient. If there’s something you need to make your life easier, we’ll help you get it.
We’re Here to Serve You
We’re ranked in the top 300 registered investment advisors in the US by Financial Times. This ranking is based on AUM, growth, compliance, years in business, certifications and accessibility. Learn more about the methodology here and view our disclosure here and in the footnotes below
What does this mean for you?
As a fiduciary, we’re here to put your best interests first. We’re transparent about our set fee – so you know exactly how our business operates, and how we handle your money.
Check out our core values to see how we operate our business, and what we believe makes us different from other financial advisors.
Financial Advisor Magazine’s 2021 RIA Survey & Ranking report is an annual survey that ranks firms based on their total discretionary and nondiscretionary assets reported on their Form ADV and the percentage growth in assets. View disclosure below. View full disclosure here.
Don’t Let the Complexities of Your Financials Burden You Any Longer
Curious about how we can help you achieve your goals? Contact us to talk to an advisor today.
Diversified was named a top RIA by Financial Advisor Magazine in July, 2022. Review the rankings here.
Financial Advisor Magazine’s 2022 RIA Survey & Ranking report is an annual survey that ranks firms based on their total discretionary and nondiscretionary assets reported on their Form ADV and the percentage growth in assets. Diversified did not pay to be included in these results. View full disclosure here and below.
The Diversified Difference
White Glove Service, Every Time
Let us show you all of the ways that Diversified makes a difference. Learn more about the value that we add to our services each and every day here.
Nationally Recognized Press
Resources & Articles
In this episode of Wealth, Health and Happiness, we interview Zee Clarke. Zee’s mission is to help Black, Indigenous, Latinx, and all people of color heal, survive, and thrive.
Date the rate – the mortgage rate that is. When interest rates are high, there are other options for getting into the house of your dreams.
Equities Rise Headlined by Economic Growth and Easing Inflation – learn more in our weekly market commentary.
2022 Marked the Worst Bond Year…… ever? What does that mean for your portfolio?
Wilmington, DE Office
Wayne, PA Office
Birmingham, AL Office
Cape Cod, MA Office
The Financial Times: 2020 Top 300 Registered Investment Advisers
The 2020 Financial Times Top 300 Registered Investment Advisers is an independent listing produced by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research, and 300 RIA firms were ranked based on data submitted by some 760 qualified RIA firms across the nation. As identified by the FT, the listing reflects each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300. For more information about the ranking, please click here.
Financial Advisor Magazine’s 2021 RIA Survey & Ranking report is an annual survey that ranks firms based on their total discretionary and nondiscretionary assets reported on their Form ADV and the percentage growth in assets. Diversified did not pay to be included in this list.
The 2021 Financial Advisor Magazine Registered Investment Advisers Ranking and Top 50 Fastest-Growing Registered Investment Advisor Firms Ranking are independent listings produced by Financial Advisor Magazine (July 2021).
The entire list may be viewed at:
Financial Advisor Magazine’s 2022 RIA Survey & Ranking report is an annual survey that ranks firms based on their total discretionary and nondiscretionary assets reported on their Form ADV and the percentage growth in assets. Diversified did not pay to be included in this list.
Best Places to Work for Financial Advisors
To qualify as one of InvestmentNews Best Places to Work for Financial Advisers, an advice firm must have at least 15 employees and have been in business for one year. There is no charge to register.
Use of Third Party Rankings
Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Registrant is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of the Registrant by any of its clients. The Registrant did not pay a fee to disseminate this information, although these publications have a financial incentive (paid subscriptions) to publish such information, and the Registrant may pay a fee to subscribe to such publications. The Registrant’s Chief Compliance Officer, David Levy, remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.