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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.

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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

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Financial Planning

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.

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Investment Management

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.

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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.

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.

Best Places to Work

Investment News recognition is based on years in business and numbers of employees, is independently surveyed, and does not imply skill. Criteria can be found here

FA 9th Fastest Growing

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 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

Top RIA 2022

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

Our Locations

Wilmington, DE Office

Wayne, PA Office

Birmingham, AL Office

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Financial planning and Investment advisory services offered through Diversified, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Diversified, LLC are not affiliated companies.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.