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The Diversified Difference

We invest in your happiness.

Our Focus

It’s our goal to make your life easier and save you time, so that you can spend it doing what you love. We have dedicated financial planners, a full investment team and an entire tax company at your service so that your planning, investments and taxes can be handled holistically in one location. Our planners work with leading psychologists to ask questions that get to the heart of what brings you fulfillment in life – so that you can plan your finances, and your life, around what you love to do. We’re here for you for the long haul, and we’re dedicated to being your partner. Our entire team is here for you every step of the way.

Beyond the Planner

Many financial advisors are a one-person show – they do all of their own marketing, office work, planning, paperwork, transfers, appointment setting,  investments, and client communication. At Diversified, you’ll have a full team of people working for you. Your financial advisor is dedicated to creating your financial plan, while the investment team works to manage your investments. Our client experience department is always available to answer your questions and we have a client advisory board so that we can continually incorporate our client’s feedback into our processes.

Client Retention
Years Average Tenure
Day Response Guarantee
Clients Reaching Their Goals

The Lifelong Planning Process

with Diversified

  • 1. Let's get to know each other

    We want to get to know you, and you want to get to know us.

  • 2. Discovery meeting

    We’ll review your current finances and discuss your goals. In this meeting, we want to really understand what you’re trying to accomplish in your life, what money means to you and what makes you tick. This helps us focus on a game plan to achieve your goals so that you can live the life you want.

  • 3. Check In

    This quick 15 minute meeting helps us, and you, ensure that we’re all on the same page for the planning phase.

  • 4. Planning Phase 1

    In Phase 1, we’ll go over diagnostics, analysis, coplanning, offline modeling, recommendations and live demos of your portal.

  • 5. Planning Phase 2

    Welcome aboard! Your accounts are linked and you’ll go through an onboarding meeting to acclimate you to everything you need for Lifelong Wealth. You’ll continue with integrated planning and unlimited communication.

  • 6. Lifelong collaboration

    We’re here for the long haul. We’ll communicate frequently with market updates, recommendations, model changes, events, goal reviews and so much more!

A Lifelong Process, with You at the Center

Let's Get You Back to What Really Matters in Life

 

We create your financial plan around the goals that help you lead the life you want. By offering planning, investments and taxes in one location, we’re here to save you time and get you back to living the life you love. Throughout our relationship, we’re here to help ease your mind and make your life easier.

We're Transparent

We’re transparent in how we run our business, and how we communicate with our clients. We believe in over communication – so that you  never feel like you’ve missed out on hearing about the market, an upcoming event, or industry news.

More Than Financial Planners

While we always strive to be excellent financial planners, we aim to be more than that. You have your own personal CIO here to handle your investment needs. There is an entire team of people dedicated to your client experience and ensuring that your accounts run smoothly. Our network of professionals means that you never need to wonder where you can find an attorney, an estate planner, or an accountant  – we’ve got you covered.

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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.

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.