Secure Upload

Secure Upload

×
Diversified Management Inc. - Wealth Management & Financial Planning in Milwaukee, Wisconsin Diversified Management Inc. - Wealth Management & Financial Planning in Milwaukee, Wisconsin
  • Home
  • About
  • Expertise
  • Advisors
  • Services
  • Contact
  • Secure Upload
  • Our vision. Yours.
    There is more than one way to build financial peace of mind. The strategies are as diverse and individual as investors themselves.
    Contact Us
  • Tending to your future.
    A retirement spending blueprint will protect your nest egg. Our advisors will help you determine how much you are realistically able to spend in the future.
    Contact Us
  • Individually focused on your objectives.
    It takes a diversified strategy to build financial peace of mind.
    Contact Us

We provide integrated, objective strategies designed to help you achieve your financial goals.

Our Services

home1_r1_c1

Wealth Management

At Diversified Management, Inc. (DMI), our clients’ investments are selected and supervised in a disciplined process of strategic planning and qualitative analysis.

home1_r1_c3

Financial Planning

The first step toward financial peace of mind is developing a plan—a roadmap of sorts—that leads to a successful financial future. Our 4-step process starts with you.

home1_r1_c5

Estate Planning

Using practical and contemporary techniques to minimize estate and gift taxes is essential to providing a lasting legacy for your spouse, children and grandchildren.

home1_r1_c7

Additional Services

Our seasoned advisors offer a wealth of experience in all personal and family financial matters, including income tax management, charitable giving and trust administration.

Read More About Our Services

Our Advisors

staff-markhoman

MARK J. HOMAN

CPA, CFP®

Founder

staff-mikeschmidt

MICHAEL P. SCHMIDT

CCO, CFP®

Chairman, President & Chief Compliance Officer

staff-mikeegan

MICHAEL P. EGAN

CIO, CFP®

Managing Director, Chief Investment Officer & Financial Adviser

staff-jasonmiller

JASON R. MILLER

CFP®

Senior Vice President & Financial Adviser

staff-chadthistle

CHAD A. THISTLE

EA, CFP®

Vice President, Chief Financial Officer & Director of Tax Strategies

staff-garrenagile

GARREN L. AGLE

CFP®

Vice President, Chief Information Officer & Financial Adviser

CONTACT US

Diversified Management, Inc.
222 E. Erie Street, Suite 401
Milwaukee, WI 53202
P: 414-292-1900
F: 414-292-1914
info@diversifiedmanagement.com

FIND US

Our offices are near the corner of
E. Erie Street and N. Water Street.

CLICK FOR MAP

Hours: M-F 8:30 am – 5:00 pm

MEMBERS

All advisors at DMI are members of the Financial Planning Association.

© Diversified Management, Inc.
Website by Becker Design

Diversified Management Inc. - Wealth Management & Financial Planning in Milwaukee, Wisconsin Diversified Management Inc. - Wealth Management & Financial Planning in Milwaukee, Wisconsin
  • Contact Old
Diversified Management © 2015 | All Rights Reserved