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Our Why is Happiness

Helping you uncover and achieve your life’s goals brings us happiness.

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:

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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.

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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.

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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:

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 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.

First class client communication

Client communication is our priority. We know that entrusting us with your money is a privilege, and we don’t take that privilege lightly. We err on the side of over-communication, because we want you to know, every step of the way, that we’ve got your back and that we’re focused on your goals. Client communication is so important to us that it is part of our guarantee – we guarantee that when you contact us, we’ll respond to you within the same business day. We also keep you up-to-date with the market, our blogs, webinars and other newsworthy items via our newsletters, website, blog series and social media.

Everyone has a voice

Within our business, everyone has a voice, and no voice is more important than any other. Some of our best ideas have been implemented by the person handling the day-to-day task. We value each employee at Diversified, and we value every voice. Our business is transparent and we encourage everyone to share their amazing ideas and perspectives so that we can grow together.


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.


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.

Financial planning and Investment advisory services offered through Diversified, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Diversified, LLC are not affiliated companies.

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: 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.