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Fiduciary · Fee-Only · Independent

One Plan. A Lifetime of Confidence.

We coordinate your investments, taxes, retirement, and estate into a single, cohesive strategy — so nothing falls through the cracks.

Our Approach
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Resources and tools to support your life

Client-First Experience

Our integrated planning experience keeps our clients centered in the middle of their plan- so you can focus on your life while we focus on you and your finances.

Our Approach
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$3B+ Assets Under Management

Entrusted to us by individuals, families, and business owners across the country.

Serving Over 2100+ Clients Nationwide

From first-generation wealth builders to multi-generational estate planning, we serve families at every stage of financial life, across the nation.

Integrated Financial Planning Since 1982

Over 40 years of fiduciary financial advice — guiding clients through every market cycle, life stage, and major decision.

Industry Recognition

Named a Top RIA by Financial Advisor Magazine 5 consecutive years, Best Places to Work by InvestmentNews, Fastest Growing Firm by Citywire, and Best Financial Advisory Firm by USA Today.

Your financial life, fully coordinated

One advisor. Six supporting departments. Everything working together around you. 

Planning

Financial planning, retirement projections, Social Security strategy.

Protection

Life, disability, long-term care, property, Medicare guidance.

Tax Strategy

Tax preparation, ongoing planning, advisor and tax team collaboration.

You & Your Advisor

Your primary relationship. Coordinates everything.

Investments

Portfolio construction, ongoing monitoring, trading and rebalancing.

Estate and Legacy

Wills, trusts, estate coordination, legacy planning.

Retirement and Cash Flow

401(k) support, distribution strategies, income planning.

What We Do

Diversified is a fiduciary advisory firm helping individuals and families build, preserve, and transfer wealth — through one integrated plan, not a collection of disconnected services. Each of our advisors is backed by in-house specialists in taxes, estate planning, investments, and insurance. You get a full team, coordinated around your life.


Who We Serve

From first-generation wealth builders to multi-generational estate planning — at every stage of financial life.
 

Pre-retirees and retirees

Income planning, Social Security timing, withdrawal strategy

Families & generational wealth

Estate coordination, college planning, legacy strategy
 

Executives & professionals

Equity compensation, deferred comp, concentrated positions

Business owners

Business transition, succession, exit planning
 

Life transitions

Divorce, inheritance, job change, loss of spouse
 

Nonprofits

Endowment management, investment policy, governance

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Market Insights

Weekly updates on the market from our investment team.

Thought Leadership

Insights from our advisors on retirement, taxes and building lasting wealth.

View All Insights

Industry Recognition

22+

Industry Awards

5

Consecutive Years Recognized

10

Distinct Publications

Financial Advisor Magazine

Top RIA

2022-2023-2024-2025

InvestmentNews

Best Places to Work

2022-2023-2024-2025-2026

Philadelphia Business Journal

Best Places to Work Philly

2022-2023-2024-2025-2026

Citywire

Fastest Growing Firm

2022-2024

Financial Planning

Best RIA to Work For

2025

USA Today

Best Advisory Firm

2024

InvestmentNews

Women to Watch

2025

Delaware News Journal

Delaware Top Workplaces

2025

Financial Planning

Best Workplaces in Money Management

2026

 

1
Financial Advisor Magazine’s RIA Survey & Ranking 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. Diversified did not pay to be included in these results. View full disclosure.
2
InvestmentNews Best Places to Work recognition is based on years in business and number of employees, is independently surveyed, and does not imply skill. Diversified did not pay to be included in these results. Criteria can be found here.
3
Diversified was named a Best Place to Work in Philadelphia by the Philadelphia Business Journal. Diversified did pay a registration fee to be included in this award to cover the cost of the employee surveys. This award was based upon employee surveys of local Philadelphia area employees.
4
Citywire Fastest Growing Firm. Diversified did not pay to be included in this ranking; it was based on AUM. 
5
USA Today Best Financial Advisory Firms is an annual survey ranking companies based on assets under management, growth, and recommendations from clients and peers. Data is obtained via Statista. Diversified was ranked #19 overall and #7 in the $1–5B AUM category. Diversified did not pay a fee to be included. Full list and methodology available at USA Today and Statista.
6
Financial Planning ranked this list using Best Companies Group, surveying firms directly on leadership, culture, pay and benefits, training, work environment, and engagement. Diversified did not pay a fee to be included in this ranking.
7
InvestmentNews Women to Watch — Fastest Growing Female Led Advisor Team. Ranking is based upon an application including assets under management, community involvement, leadership, and more. View full criteria.
8
Delaware Top Workplaces and Culture Excellence Award are based on employee surveys conducted by Energage. To be included, firms must have more than 35 employees in the state of Delaware. Learn more.
Neither rankings nor recognition by unaffiliated rating services, publications, or other organizations should be construed as a guarantee of future results. Rankings are generally limited to participating advisers and are based on information prepared and/or submitted by the recognized adviser. No ranking should be construed as a current or past endorsement by any client. Questions regarding rankings may be directed to Chief Compliance Officer David Levy.

Credentials & Professional Standards

  • ✓Fiduciary Standard of Care
  • ✓ Ongoing Professional Education
  • ✓ Coordinated Tax and Estate Collaboration
  • ✓Transparent Fee Model

Our professional team members hold multiple designations and certifications, including: CFP®, CPA, CFA®, CEP®, FPQP®™, CTS™, ABFP™, CRPC®, EA, MT, AIF®, TPCP®