Source: Diversified LLC
FOR IMMEDIATE RELEASE
Diversified LLC Acquires Marca Life Planning, Solidifying National Presence
Diversified LLC and Marca Life Planning announce deal bringing the firm to $1.4
billion in total assets and builds on growth plan to serve as one-stop-shop for financial matters.
WILMINGTON, DEL., March 31, 2022 –Diversified LLC announces that Marca Life Planning, an Investment Advisor registered in Birmingham, Alabama, will join the firm today in a deal totaling $1.4 billion in total assets.
Diversified will continue to be led by the current President and Partner Andrew Rosen, Partner David Levy, CEO Michael Fisher, and their executive team. Staff members from Marca Life Planning will join Diversified and continue to work from Alabama, bringing the total employees to 30. Marca Life Planning managed their investable assets under the leadership of Jeanne Smith.
“Marca Life Planning is a phenomenal company and we’re honored to continue the legacy that Jeanne has built,” said Michael Fisher, CEO of Diversified. “This business transaction closely follows our recent tax business and enables us to deliver our world class service to even more people while reinvesting and delivering additional value to our clients.”
Marca Life Planning will be combined with Diversified, reflecting both firms’ dedication to client care and service surrounding the health, wealth and happiness of their clients. This deal will provide Diversified an additional path to continue reinvesting in a world-class client experience.
“At Marca, we’ve spent 40 years empowering our clients to live their best lives while planning and saving for the future responsibly,” says Jeanne Smith of Marca. “This affiliation helps us to strengthen what we’ve built with additional resources, staff and cutting-edge technology.”
Ranked in 2021 by Financial Advisor Magazine as the ninth fastest growing RIA in the country, Diversified is an active firm with plans to expand and grow. “This expansion into the South solidifies a national presence for Diversified,” says Andrew Rosen, President of Diversified. “We’re here to help as many clients as possible get their time back by providing financial planning, investments and tax services all under one roof.” Financial Advisor Magazine’s 2021 RIA Survey & Ranking report is an annual survey that ranks firms based on their total discretionary and nondiscretionary assets reported on their Form ADV and the percentage growth in assets
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Diversified LLC is a Registered Investment Advisor (RIA) with more than $1 billion in total assets and a diverse and multi-generational client base. Diversified is in the top 2.5% of RIAs in the US per Financial Advisor Magazine (Financial Advisor Magazine’s 2021 RIA Survey & Ranking report is an annual survey that ranks firms based on their total discretionary and nondiscretionary assets reported on their Form ADV and the percentage growth in assets) and provides a full-service team of CFPs, CFAs, tax professionals, attorneys and support staff. To learn more about Diversified, please visit https://diversifiedllc.com or follow us on Twitter, Instagram, Facebook, YouTube and LinkedIn.