A complete list of active advisors currently associated with Diversified Financial Management

Warmer can help you find a great advisor at Diversified Financial Management or one who fits your needs even better.

Diversified Financial Management is an independent, fee‑only SEC-registered investment advisor that serves individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans. As of December 31, 2025, the firm manages about $338.8 million for roughly 139 clients and provides portfolio management, financial planning, and retirement plan advisory services. The firm builds customized, diversified portfolios using mutual funds, ETFs, individual equities, fixed income, and access to alternative investments, and it manages accounts on both discretionary and non‑discretionary bases with quarterly performance reviews. DFM takes a holistic approach—considering tax, estate, and retirement needs—and may incorporate liquidity solutions such as non‑purpose margin borrowings and pledged‑asset lines of credit secured by client accounts as part of its planning and implementation. Noteworthy among peers, DFM explicitly offers and documents the use of borrowing against separately managed accounts and routinely provides educational seminars and participant presentations for retirement plans, practices that are uncommon for supported firms. The firm also evaluates and, when appropriate, recommends outside independent managers and discloses related conflicts and fiduciary responsibilities in its advisory relationships.

To learn more about the advisors currently working at Diversified Financial Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.