Why our clients trust us to represent their financial interests.
Our approach is founded on integrity, knowledge and professionalism.
Since being founded in 1993, Diversified Management Inc. (DMI) has grown to take its place among the leading financial planning and wealth management companies.
In addition to sustaining and growing our clients’ wealth over time, we provide extra value by helping to identify and address the financial needs they encounter along the way. We develop close relationships with our clients to provide them with the highest level of service and attention. We meet with them quarterly—usually in their homes—and our advisors are always available for consultation. Our client-driven approach is markedly personal and founded on integrity, knowledge and professionalism.
We invite you to contact us for more information regarding how you can benefit from our sound and seasoned approach to wealth management and financial planning.
Over the years, surveys conducted by independent financial research organizations have consistently listed DMI among the most respected Registered Investment Advisor (RIA) firms in our area. Our advisors have also received individual professional recognition.
We offer the collective expertise and knowledge of nationally certified financial planners and accountants, acclaimed by industry experts and distinguished in independent surveys. Our advisors are skilled in helping clients achieve their financial objectives.
We have no sales commission or volume targets to meet because we have no compensatory ties to any financial product or company. Simply put, our compensation comes only and directly from our clients.