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.
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.