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.
Lifelong Wealth is the pursuit of financial security to enjoy a meaningful life. For us, the
keyword here is "lifelong". Lifelong Wealth gives families the opportunity to live well, while
planning to achieve a level of happiness. For your life, living well happens through an
intentional, lifelong approach which includes:
1. Knowing you have a lifelong financial planning process in place; lifelong advice.
2. Having a trusted advisory team to implement your plan.
3. Constant review and help on your path to lifelong wealth.
At Diversified, we are Lifelong Financial Advisors. We embrace the concept of lifelong
financial planning with the expert team to support it.
See Disclosures
Firm Start Year
1976
No. of Employees
20-49
Bachelor of Science - Leadership
University of Delaware
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