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Experience Lifelong Wealth.

Our Why

To uncover and achieve your life’s goals, so that we can bring true happiness to as many people as possible.

What We Do

We’re a comprehensive financial planning firm with financial planners and advisors, investment officers, a client experience team, office administrators, a dedicated operations team, a CEO, a CIO, and numerous back office team members here to make your experience excellent.

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For 40 years, we’ve been doing financial planning differently.

We offer comprehensive financial planning, focusing on your goals that bring you happiness in your life. Your happiness is central to all that we do. We have a Lifelong planning process and continually advise and educate you throughout our relationship. We also offer a broad network of professionals, including tax planners and attorneys, estate preparers, and even notaries – anything you need to make your life easier and save you time.

Your Team

Learn more about your support team.


Let us answer your questions – visit our FAQ.


Learn about our the services we provide.

Where You Can Find Us

We have offices across Pennsylvania, Delaware, Alabama, Georgia and Massachusetts. If you’re not located near us, we also serve clients virtually across the country.

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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.

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.