Mountain Brook, AL Office

Diversified, LLC provides financial planning and portfolio management to a broad client base that includes individual and high‑net‑worth clients, retirement plans, and pooled investment vehicles; it reports approximately $2.79 billion in assets under management and about 26 advisors. Services described in the brochure include a two‑phase financial planning process (Platinum and Gold), ongoing asset management (discretionary and non‑discretionary), retirement plan advisory, a firm‑sponsored wrap program, and participation in third‑party advisory programs and a Zoe Financial turnkey platform.

The firm’s approach emphasizes a comprehensive planning process followed by implementation and ongoing reviews, with clients able to add Elite bundled services that may include estate, tax, and other specialist work. Diversified makes regular use of third‑party managers and platforms (including held‑away account links and sub‑advisor relationships), and tailors portfolios using asset allocation and other strategies while offering both automated rebalancing via the Zoe platform and manual portfolio oversight.

What distinguishes Diversified from many multi‑team peers is its role as adviser to a private limited partnership that invests primarily in U.S. government and fixed‑income securities and its operation of pooled‑vehicle and wrap programs alongside individualized accounts. The firm has affiliated entities that provide insurance and tax services (Diversified Insurance and Diversified Tax), discloses that certain associated persons may earn commissions when implementing insurance or commissionable securities through an unaffiliated broker/dealer, and reports marketing and referral arrangements (including material support from SEI and participation in Zoe’s referral program) that it discloses as potential conflicts of interest.