Diversified Financial Management is a fee-only, independent wealth management firm based in the Boston area. The firm specializes in assisting successful individuals and families in defining and achieving lifestyle objectives while ensuring long-term financial security through asset accumulation, management, protection, and transfer.
1986
Privately held
Uses a balanced and diversified portfolio approach with an emphasis on managing risk and aligning with long-term goals.
Norwell, Ma, United States
About
Mission
Our focus is to assist our clients in defining and achieving their lifestyle objectives, while ensuring their long-term financial security through the accumulation, management, protection, and transfer of their assets.
Values
Transparency, accountability, long-term relationships, and client-first fiduciary responsibility.
Participant Demographics
Serves families, successful individuals, and institutions.
Investment Strategies
Track Record
Team Experience
Experienced professionals with extensive knowledge in financial planning and investment management.
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Norwell, Ma, United States
Legal & Compliance
SEC
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