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Who We Serve

Who We Serve

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Clients Are Our Everything
One of core values is “clients are our everything” and we truly live by that phrase. We’re here for our clients along every step of the way in their lives, to guide them and celebrate with them as they reach their goals. 

About Our Clients At Diversified we work with clients at various stages in their lives, in multiple locations, and from diverse backgrounds. We're happy to provide integrated financial planning, tax services, insurance solutions and more so that our clients have what they need for financial wellness all under one roof. 

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Clients Approaching or In Retirement

Retirement is the ultimate goal for many people, and the help of a financial planner can assure you so that you feel prepared and confident. 

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Executives and Professionals

During the busy time of your career, you may neglect your personal finances due to the constraints of your job. Let a financial planner take some of the burdens off of your plate and delegate this part of your life. 

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Business Owners

Owning a business is a complicated endeavor, but our financial planners and integrated tax team work together to support your financial goals. 

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Transitional Life Phases

During tumultuous times in your life, we’re here to be your partner and guide you through complicated phases such as divorce, widowhood and career transitions. 

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Families and Generational Wealth

We work with many families that have a goal to build generational wealth. Our planners will also work with you to create estate plans, legacy/protection planning and college planning. 

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Your financial planner works with an integrated tax team to provide strategies for your nonprofit that align with your business and financial goals. 

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.

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.