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?

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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!”

Diversified Client

6/17/2021

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 Client

3/15/22

Diversified did not provide compensation in any form for the above testimonials.

AS SEEN IN:

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

Business Owners

Families and Generational Wealth

Life Transitions

Nonprofits

Learn more about our clients

What We Do For You

We Provide Comprehensive Financial Planning & Investment Management

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.

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Accolades

Diversified Named Top RIA by Financial Advisor Magazine

Diversified was named a top RIA (#294) 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.

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.

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.

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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.

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The Diversified Difference

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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

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Resources & Articles

One of my guilty pleasures is watching television. Something about a good movie or series that allows me to turn my brain off and relax. Disclaimer, if you are looking for a good show, I am usually your guy. That said, I do especially love a good bank heist or espionage show. It’s fun seeing all the creative ways these writers come up with to try to outsmart the other party. What you tend to find in any of these movies is the answer always lies in “follow the money.” Who done it? Follow the money. Why did they do it? Follow the money. How did they do it? Follow the money. You get the point, if you want to know the answers to a good crime show, repeat after me, FOLLOW THE MONEY. Alright, now I’m not bringing this up to show off my vast knowledge of the television underworld. In fact, this same logic of following the money is extremely useful and appropriate in financial planning. There are so many times the answer to one’s problems simply relies on those three magical words, follow the money. I thought it would be interesting to share some real-life examples of this. Example 1: New client comes in and we start asking them how much they spend a month. They answer with something like $10,000/mo. I go great and what is your take-home pay each month. They’ll answer with we bring home $15,000/mo. Now in theory this sounds great, right? If you are thinking what I’m thinking, we have $5,000/mo to help accomplish all their financial goals. Then inevitably I’ll take a look at their cash statements, and they have $10,000 in savings to their name. Bet you’ll never guess how we solved this mystery? All we must do is follow the money. By doing so we’ll realize they don’t realize that their expenses are substantially higher than they projected. By following the money, we can find out what is real and what isn’t. We can then come up with a solution and realistic expectations based on their actual real-life scenario. Example 2: Client comes in and has $30,000 in credit card debt. I ask them what is going on, how did they accumulate this debt. They’ll say something like, it was a one-time thing, and we are working on paying it down aggressively. Fast forward a year and we are having a check up meeting. Now their credit card debt is $35,000. The answer is the same thing, with another emergency expense added to the mix. The analysis here, follow the money. These individuals are living above their means clearly. By following the money, you can give any excuse or answer you’d like, but by following the money trail you’ll realize their needs to be serious adjustments made to their lifestyle. Example 3: Client comes in and has $150,000 sitting in cash. These people make good money, but not insane amounts of money. Before they even speak there are two natural conclusions that come to my mind. Option A. they truly live substantially below their means. Option B. an influx of cash came in from a one-time event. Survey says? Both! I’ve seen both situations play out. I have clients who have an inheritance that just came in or sold a property or got a large gift from a family member. I’ve also seen clients who live way below their means and by following the money we realize they could either spend more or save in a more appropriate vehicle than cash. Example 4: Client comes to Diversified Tax and files their taxes. They give them the unfortunate news that they owe $75,000 in taxes. They are shocked because they are withholding money at an appropriate rate and can’t imagine why they owe so much money. By following the money we recognize that they had a huge stock grant vest at work they didn’t realize. This caused a large taxable event that they weren’t aware of or prepared for. Follow the money This little tidbit comes in very useful when doing some forensic analysis of your finances. Simply put, money doesn’t lie. If you follow the ins and outs of your money, you’ll be able to truly solve any money mysteries in your own life. As always stay wealthy, healthy, and happy.

May 24, 2023

Follow The Money

Follow the money- it’s not just something you see detective do in heist movies, but it’s something financial planners do too!

May 22, 2023

Equities Rise Despite Retail Sales Miss

Equities Rise Despite Retail Sales Miss – learn more in our weekly market commentary.

May 19, 2023

So You Want a Second Home? 5 Things to Ponder

May 15, 2023

Equities Trade Lower Amid Inflation Check and US Debt Ceiling Concerns

Equities Trade Lower Amid Inflation Check and US Debt Ceiling Concerns – learn more in our weekly market commentary.

View Our Blog

Our Locations

Wilmington, DE Office

Wayne, PA Office

Birmingham, AL Office

Cape Cod, MA Office

Disclosure footnote:

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 .

FA Magazine

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:

https://www.fa-mag.com/news/the-future-is-now-63028.html

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.