At Diversified, we invest in your happiness.

We're here to help you uncover and achieve your life's goals - and we'll do that by providing you with everything you need to achieve lifelong wealth, all under one roof.












Ready to delegate your financial to-do's?


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Comprehensive Financial Planning
Our dedicated financial planners are your partners for life to help you achieve your goals and build lifelong wealth around what brings you joy.




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Dedicated Investment Management
Our CIO and investment committee is dedicated to your investment strategy from day 1, and is always available for your questions.




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In-House Tax Services
Accountants are available in-house for tax strategy and preparation for your personal and business use.




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Everything Under One Roof
Our goal is to have everything you need for financial peace of mind under one roof, from tax services to notaries and estate planners.






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Learn more about Diversified.


We invite you to learn more about us, and we'd like to get to know you as well.









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Visit us in Wilmington, DE, Wayne, Pa or from your own home.


With convenient locations in Delaware and Pennsylvania, we're easy to get to from the mid-Atlantic region. We're also available to meet with you anywhere in the US thanks to technology!