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Diversified, LLC Offers a Holistic Approach to Financial Services with the Launch of Diversified Tax during its Acquisition of Lynch & Associates

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.

“Ed Lynch and his team bring even more synergy, technology, and value to our clients. This timely acquisition meets our promise to deliver as many helpful financial offerings as possible under one roof. We want our clients to have the option for their investments, planning and taxes handled all together and with the same level of care,” said Andrew Rosen, President and Partner of Diversified.

“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.

Diversified LLC

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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.

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: 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.

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