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The Diversified Difference

We invest in your happiness.

Our Focus

Your happiness is central to our mission, and it is how we shape our business. The goals that you create should reflect what makes you happy, and we’ll work with you to determine what brings you joy in your life, so that we can create actionable goals and steps to reach those goals. Then, your financial planner will work with you to create a financial plan in alignment with your goals and happiness. Our entire team is here for you every step of the way.

Beyond the Planner

Many financial advisors are a one-person show – they do all of their own marketing, office work, planning, investments, and client communication. At Diversified Lifelong Advisors, you’ll have a full team of people working for you. Your financial advisor is dedicated to creating your financial plan, while the investment team works to manage your investments. Our client appreciation department is always available to answer your questions and meet your needs.

Client Retention
Years Average Tenure
Day Response Guarantee
Clients Reaching Their Goals

The Lifelong Planning Process

with Diversified Lifelong Advisors

  • 1. Let's get to know each other

    We want to get to know you, and you want to get to know us

  • 2. Financial happiness discovery meeting

    We’ll review your current finances and discuss your goals. Most importantly, we’ll discover what makes you happy, and how we can create a plan to create a more fulfilling life.

  • 3. Check In

    Online or on the phone – every good plan needs a sound strategy. We’ll review the strategy to help you reach your goals and happiness.

  • 4. Lifelong Wealth Plan Phase 1

    In Phase 1, we’ll go over diagnostics, analysis, coplanning, offline modeling, recommendations and live demos of your portal.

  • 5. Lifelong Wealth Plan Phase 2

    Welcome aboard! Your accounts are linked and you’ll go through an onboarding meeting to acclimate you to everything you need for Lifelong Wealth. You’ll continue with integrated planning and unlimited communication.

  • 6. Lifelong collaboration

    We’re here for the long haul. We’ll communicate frequently with market updates, recommendations, model changes, events, goal reviews and so much more!

A Lifelong Process, with Your Happiness at the Center

Your Happiness is Central to All That We Do

We create your financial plan around the goals that create happiness in your life. Throughout our relationship, we’re here to help ease your mind and make your life easier.

We're Transparent

We’re transparent in how we run our business, and how we communicate with our clients. We believe in over communication – so that you  never feel like you’ve missed out on hearing about the market, an upcoming event, or industry news.

More Than Financial Planners

While we always strive to be excellent financial planners, we aim to be more than that. You have your own personal CIO here to handle your investment needs. There is an entire team of people dedicated to your client experience and ensuring that your accounts run smoothly. Our network of professionals means that you never need to wonder where you can find an attorney, an estate planner, or an accountant  – we’ve got you covered.

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Financial planning and Investment advisory services offered through Diversified, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Diversified, LLC are not affiliated companies.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.