Diversified LLC: Financial Planning & Investment Management

Financial Planning and Investment Management

At Diversified, we invest in your happiness. We're here to provide everything you need for lifelong wealth, under one roof.

  • Wealth Management
  • Financial Advisor
  • Retirement Planning
  • Tax Planning & Insurance
  • And More!

Learn More



What We Do

Financial Planning

Through our streamlined Lifelong Wealth Planning Process, we’ll help you uncover and identify what makes you happy so you can set goals and we can plan your finances around what brings you joy.

Investment Management

Our six-step Lifelong Investment Philosophy is designed to tailor your investments to your specific financial plan. Our CIO and investment committee is dedicated to your investment strategy from Day One, and they’re always available for your questions.

Everything Under One Roof

Our goal is to have everything you need under one roof – from your financial advisor, investment manager, tax professionals, estate planners, insurance and mortgage professionals – anyone that would make your life more convenient. If there’s something you need to make your life easier, we’ll help you get it.


Who We Serve

At Diversified, it's our goal to have everything you need for Lifelong Wealth under one roof - from comprehensive financial planning and investment management, to tax planning and insurance services, at all stages of your life. 

Our clients include:

  • Those approaching or in retirement
  • Executives and professionals
  • Business owners
  • Families and those with generational wealth
  • Anyone dealing with life transitions
  • Nonprofits 


Our Office Locations



3705 Concord Pike




285 Main Street



2300 Lakeview Pkwy




2100 Southbridge Pkwy




355 Bridge Street


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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