At Diversified, we invest in your happiness.
We're here to help you uncover and achieve your life's goals - and we'll do that by providing you with everything you need to achieve lifelong wealth, all under one roof.
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Comprehensive Financial Planning
Our dedicated financial planners are your partners for life to help you achieve your goals and build lifelong wealth around what brings you joy.
Dedicated Investment Management
Our CIO and investment committee is dedicated to your investment strategy from day 1, and is always available for your questions.
In-House Tax Services
Accountants are available in-house for tax strategy and preparation for your personal and business use.
Everything Under One Roof
Our goal is to have everything you need for financial peace of mind under one roof, from tax services to notaries and estate planners.
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Learn more about Diversified.
We invite you to learn more about us, and we'd like to get to know you as well.
Visit us in Wilmington, DE, Wayne, Pa, Birmingham, Alabama or from your own home.
With convenient locations in Delaware and Pennsylvania, we're easy to get to from the mid-Atlantic region. We also just opened an office in Birmingham, Alabama for our clients in the south. We're also available to meet with you anywhere in the US thanks to technology!
Take control of your financial future today.
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: www.adviserinfo.sec.gov. 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.
