Diversified LLC – Wilmington, DE Office

Financial Advisors in Wilmington, DE

Serving Clients Across Delaware, Pennsylvania, Maryland, New Jersey, and the Northeast

 

Located just off Concord Pike (Route 202), our financial advisors in the Wilmington, Delaware office serve clients throughout New Castle County, Southern Pennsylvania, Northern Maryland, and the Northeast. 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.

wilmington DE office

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. 

Andrew Rosen and Team

David Levy and Team

Kyle Hill and Team

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

  • Health Insurance Planning Support – Medicare, health insurance planning support; HSA/FSA advice

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.

Client Communication & Events

Our Wilmington clients enjoy:

  • Invitations to exclusive client events (both in-person and virtual)

  • Weekly insights from President Andrew Rosen’s blog

  • Monthly market updates and educational videos

  • Webinars and resources designed to keep you informed and empowered

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.

Book a Meeting

Schedule a meeting today with a financial advisor in our Wilmington, DE, office. 

Schedule a Meeting