Diversified LLC, Wilmington, DE Office
Serving Clients Across Delaware, Pennsylvania, and Maryland
Located just off Concord Pike (Route 202), our Wilmington, Delaware office serves clients throughout New Castle County, Southern Pennsylvania, and Northern Maryland. Whether you’re preparing for retirement, building wealth, or seeking guidance on complex financial decisions, our team is here to help—right in your own backyard.
Your Wilmington Team
At Diversified, we believe relationships are everything. The Wilmington office is home to several advisor teams, under Andrew Rosen, David Levy and Kyle Hill. Our dedicated client service professionals know you, your goals, and your plans.
What We Offer in Wilmington
Our Wilmington office provides full access to Diversified’s comprehensive wealth services, including:
Financial Planning – Retirement, legacy, education, and goal-based planning
Investment Management – Tailored portfolios designed to align with your objectives
Tax Planning & Filing – Access to Diversified Tax for integrated strategies
Insurance Solutions – Coverage analysis and policy recommendations
Estate Planning Support – In coordination with your legal advisors
With over 57 professionals across our network, we bring national expertise to your local office.
Why Choose Our Wilmington Office
Our location combines local accessibility with national capabilities:
Convenient location off Concord Pike with ample parking
Serving individuals, families, and business owners across the tri-state area
Access to in-person meetings, virtual consultations, or hybrid arrangements—your choice
We take pride in delivering the personalized service you value, with the added strength of Diversified’s technology, resources, and team.
Visit Us in Wilmington
📍 Address: 3705 Concord Pike, Wilmington, DE 19803
📞 Phone: 302‑765‑3500
📧 Email: clientservices@diversifiedllc.com
Schedule a visit or connect with us virtually—whichever works best for you.