Partner with Diversified
When you’re ready to succession plan, we’re here to be your partner.
We understand how difficult it can be to find the right partner when creating a succession plan for your business. You have clients that have become family, and employees that you want to see thrive. Diversified has successfully partnered with multiple businesses to create succession plans that provide for clients, employees and owners – and we’re here to discuss your plans with you.
Successful Acquisitions since 2021
Why Diversified?
In-House Planning, Investments, Tax Services and Insurance for your clients
Clients being cared for is our top priority
Large enough to compete with anyone, but small enough where every client gets individual attention
Ranked Top RIA and Best Place to Work
Our average annual AUM growth tops $160M organically and we have over 33 staff between 7 different departments.
Diversified has over $1.3 billion in AUM, with offices in Wilmington, DE, Wayne, PA, West Chester PA, Birmingham, AL, and Cape Cod, MA.
