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New Tax Entity Furthers Diversified’s Growth Plan to Deliver Comprehensive Financial Planning, Investment Consulting, and Tax Services
Wilmington, DE — Diversified LLC – recognized as the ninth in the top 50 fastest-growing Registered Investment Advisor Firms by Financial Advisor Magazine – expands its services with the launch of Diversified Tax. The company’s new entity offering tax preparation, bookkeeping, and strategic planning coincides with its acquisition of Lynch & Associates’ tax practice, a boutique tax firm serving Delaware and Pennsylvania since 1996.
“Our long-term growth plan is to offer a full suite of strategic, solution-oriented services through continued mergers and acquisitions,” said Michael Fisher, CEO, Diversified.
Diversified Tax meets the company’s mission to serve clients across multiple categories, including financial planning, investment management, tax solutions, insurance, mortgage, estate planning, and other vertical offerings.
“Businesses and individuals need extra assistance in their 2021 tax filings given the various pandemic-related government subsidies. This alliance enables us to remain laser-focused on time-sensitive strategic tax solutions while leveraging Diversified’s full-service business team to manage our day-to-day office operations,” said Ed Lynch.
About Diversified:
Diversified is a Registered Investment Advisor (RIA) firm with more than $1 billion in assets under management for a diverse and multi-generational client base. The company has been recognized in the top 2.5% of RIA’s in the country per Financial Advisor magazine. Diversified provides a full-service team of CFPs, CFAs, AIFs, insurance professionals, attorneys, accountants, and support staff. To learn more, visit https://diversifiedllc.com.
Financial planning and Investment advisory services offered through Diversified, LLC. Diversified is a registered investment adviser, and the 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. 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: www.adviserinfo.sec.gov. Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation. Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site 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.