SEC CRD #801-130728
Fiduciary Financial Advisors | Retirement Tax Planning Who We Are Overview Company Our Team What We Do Diversified Difference Lifelong Wealth Services Overview Financial Planning Retirement Planning Investment Planning Estate Planning College Planning Social Security Planning Charitable/Legacy Planning Business Planning Employee Benefits Executive Equity Compensation Mortgage and Home Equity Analysis Tax Planning Who We Serve Our Why Resources Resources and Downloads Press Events Articles and Blogs Articles From Our Chairman Andrew Rosen Our Locations Alpharetta, GA Office Ann Arbor, MI Office Birmingham, AL Office Northampton, MA Office Pittsburgh, PA Office Wayne, PA Office West Chester, PA Office Wilmington, DE Office Start Planning Contact Diversified Client Access Fidelity Login Lifelong Wealth Planner Login Schwab Login SEI Login Home Diversified LLC 2026-04-09T07:53:03-04:00 FIDUCIARY FINANCIAL ADVISORS | MULTI-STATE OFFICES Retirement Tax Planning Designed Around Your Life We help individuals and families build, preserve, and transfer wealth through integrated retirement planning, tax strategy, estate coordination, and investment management. Diversified LLC is a fiduciary financial advisory firm serving clients nationwide with offices across multiple states. Our tax-aware, long-term planning approach is designed to simplify complex financial decisions and guide you confidently through every stage of life. Retirement Planning We strive to design retirement income strat
DAVID LEVY
CHIEF COMPLIANCE OFFICER
📞 (302) 765-3500
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AUM
$2.8B
Check Size
$12M–$12M
Location
WILMINGTON, DE
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