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.
Are you ready to plan your financial future?
How Can We Help?
What Our Clients Say:
What our clients have to say on Facebook:
“Thoughtful, patient, generous and kind… they don’t just give advice, they live it! BRAVO guys!”
What our clients email us:
“I’m prepping for our upcoming partners retreat and one of our topics is The Client Experience. Its actually our theme for this year. When I think about what the client experience means, I can’t help but think of you and your staff. You always seem to be there for us.”
Diversified did not provide compensation in any form for the above testimonials.
Who We Serve At Diversified, it's our goal to have everything you need for Lifelong Wealth under one roof - from comprehensive financial planning and investment management, to tax planning and insurance services, at all stages of your life.
Approaching or in Retirement
Executives and Professionals
Families and Generational Wealth
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.
Diversified was named a top RIA (#275) by Financial Advisor Magazine in August, 2023, putting Diversified in the top 1.5% of RIAs in the United States. This ranking may be viewed here.
Last year we were also named a Top RIA (#294) by Financial Advisor Magazine in July, 2022. Review the rankings here.
Financial Advisor Magazine’s 2023 and 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.
Investment News recognition is based on years in business and numbers of employees, is independently surveyed, and does not imply skill. View disclosure below. Criteria can be found 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. View disclosure below. View full disclosure here.
Diversified Named Best Place to Work Recognized both locally and nationally
Diversified has been named as a Best Places to Work for Financial Advisors in March, 2023 and March, 2022 by Investment News. Each award covered the previous 12 months. Diversified did not pay to be included in the results, and the results were determined based upon employee surveys of national firms. Results may be found here.
Diversified is also named as a Best Place to Work in Philadelphia per the Philadelphia Business Journal in July, 2023 for the period covering the prior year. Diversified did pay a registration fee to be included in this award to cover the cost of the employee surveys and this award was based upon employee surveys of local Philadelphia area employees. Results may be found here.
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?
We are a fiduciary and 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.
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.
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
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Understanding the Basics of Personal Finance
Understanding How to Handle Real Property in a Decedent’s Estate
Wilmington, DE Office
Wayne, PA Office
Birmingham, AL Office
Cape Cod, MA Office
Alpharetta, ga 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.