Who is Diversified

The right people in the right seats.

“When we have the right people in the right seats doing work they love to do, it gives them energy and happiness.  This translates into a world-class experience for our clients.  ” – Michael Fisher, CEO

Diversified is a fast-growing SEC Registered Investment advisor with offices in six states.

As a G2 lead firm, we pride ourselves in delivering “Lifelong” Wealth Advice by bringing all client services under one roof – from comprehensive financial planning and investment management to tax planning and insurance services.  We are there for all stages of a client’s life.

Each of our advisors has access to planning, investment, and marketing teams as well as professional management and resources freeing their time to focus on what is really important – client relationships.

Diversified takes work/life balance and employee satisfaction very seriously.  Diversified was named “Best Places to Work in Philadelphia” by the PHL Business Journal (7/23) and “Top Places to Work for Financial Planning firms (based on size category) across the country.

Our Core Values

Caring Culture
Clients are our Everything
Unwilling to Accept the Status Quo
Have Fun, Get Stuff Done

Diversified By the Numbers

(as of January 2024)

1500+ Households Served

9-Year Average Client Tenure

Years of Business

$1.5+ Billion AUM

$948,000 Average Client Assets

Clients in 39 States

99% Client Retention Rate

6 Diversified Offices in 5 States (DE, PA, AL, MA, GA)

Meet Our Leadership Team

John Anderson

Head of Advisor Growth and Engagement

Steven Wildman, CFP®

Vice President of Sales and Planning

Meet the rest of the Diversified Team here

Contact Us

We’ll get back to you on the same business day, guaranteed!