Who We Serve
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.
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.
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.
Owning a business is a complicated endeavor, but our financial planners and integrated tax team work together to support your financial goals.
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.
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.
Your financial planner works with an integrated tax team to provide strategies for your nonprofit that align with your business and financial goals.