Skip to content

Partner With Diversified

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

Untitled design (1)

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. 

legacy planning

Meet the Executive Team

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: 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.