Wealth is a good thing. Lifelong wealth is even better.
At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.
Firm Start Year
Name of Broker/Dealer
Name of Custodial Firm
Years of Experience in Financial Services
Number of Years with Current Firm
Work with the following types of clients
Advisory Services Provided
Can meet clients in the following ways
Registered Investment Advisor
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Firm's Number of Clients
Firm's Number of Managed Clients
Assets Managed by Firm
Advisor's Number of Clients
Advisor's Number of Managed Clients
Advisor's Number of Planning Clients
Fee % Based on Assets
Additional Details on Charges
Minimum Fee Charged for Managed Accounts
BS in Business Administration - Finance
Financial planning and Investment advisory services offered through Diversified, LLC, a registered investment advisor. Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Some associates of Diversified are registered representatives of Securities Service Network, LLC, a registered broker/dealer, 9729 Cogdill Road, Knoxville, TN 37932.Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Investments products and services available only to residents of: AZ, CA, CO, DC, DE, FL, GA, IL, KS, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, SD, TN, TX, VA, & WA.