A highly specialized team of wealth management and financial planning experts.
Key areas of expertise, all in one place.
Diversified Management Inc. has achieved its stature among the leading financial planning and wealth management firms largely on the strengths of our advisors. They provide thorough and comprehensive advice in key areas of experience: investment management, tax preparation and planning, estate planning, foundation management, life insurance evaluation, asset allocation, charitable gift planning, trust administration and stock option planning. All our client advisors have the Certified Financial Planner® designation, one is a Certified Public Accountant, and one is an Enrolled Agent, the most expansive license the IRS grants a tax professional.
The best financial advisor is an objective, comprehensive manager who is only concerned with your success. That defines DMI. Meet our team members below.