Our Why is Happiness

We’re here to help save you time, so you can get back to doing what you enjoy in life

What We Do

We provide comprehensive financial planning and investment management to help you identify and achieve your goals. While that’s true, what we do goes far beyond typical financial management. As a fiduciary, we’re here to put your best interests first, every time. Our dedicated financial advisors are here to walk you through every step of the planning process, while our investment team handles the investment process. We build a lifelong partnership with our clients, and we’re here to help you achieve and reach your goals for life.

Our Approach

Our process is a Lifelong Planning Process. Because we’re here for the long term, we need to understand what makes you truly happy. What makes you shine? What gives you joy in your life? We train with psychologists to help us understand your happiness so that we can guide your finances to get you to your financial goals that will provide that happiness. Through a deeper and meaningful connection, we continually guide our clients to true happiness and peace of mind by providing everything you need to achieve Lifelong Wealth.

Our Mission

It is our mission to uncover and achieve your life’s goals, so that we can bring true happiness to as many people as possible by providing you with everything you need to achieve lifelong wealth.

We Believe We’re Different from Other Financial Advisors
Discover the Diversified Difference, and what it means for you:

Most advisors do this

Many financial advisors take a look at your financial situation to understand your assets, debts, taxes, income, and everything that makes up the snapshot of your finances.

some do this

Some financial advisors take this process a step further and ask you about your goals, and what you’d like to achieve. At Diversified, we take your goals seriously and find that what’s watched is achieved, so we routinely focus our attention on your goal progression.

but here’s the diversified difference

We actually care about what makes you happy. Other financial advisors and planners may not take your true happiness into account when planning your finances and goals, and we do. We want to ensure that your true happiness is at the heart of your financial plan, and that your goals revolve around what makes you happy, resulting in a financial plan that centers on your happiness. Tying your wealth to your health and happiness is what we believe sets us apart from everyone else in this space.

Diversified by the Numbers
Our clients love our service, and you will too. Here’s some of the numbers that set us apart from the crowd:

AUM Top 300 Registered Investment Advisors in USA (FT Magazine)

View ranking and methodology here. View disclosure here.

Client Retention Rate Years of Service

Our Core Values
We live by our core values daily, in our business and our lives.

Unwillingness to accept the status quo

We constantly strive to improve our business and ourselves by challenging how we have always done things to find a better, more efficient, and more productive path forward.

Caring culture

We foster a culture of caring, both in our business and in our personal lives. We genuinely care about each of our clients, our business as a whole, our coworkers, and our community, and we work together each day to make the world we live in a more caring place.

Client-focused

Our clients are the heart of our business. Everything we do is centered around our clients, and we’re here for each of you for the long haul. We go above and beyond to ensure that each of our clients knows that we care about them individually because without our clients we’re nothing. We prioritize client communication, from our same-day response guarantee to our frequent blogs, newsletters, webinars, and events.

Accountability

At Diversified, we are all accountable for our own actions. We take responsibility for our roles, and we pitch in to help each other out. We put our clients and our business first, and we hold each other accountable for what we say we’re going to do. When we make a promise, we keep it.

Have Fun, Get Stuff Done

We value work/life balance as a company and encourage our employees to take time for themselves, their friends, families, and communities. We build our company culture through company events and programs to provide an enjoyable workplace for everyone.