Burlinton, MA Office
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Diversify Advisory Services, LLC
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About
Diversify Advisory Services is an SEC-registered enterprise adviser that serves individuals (including high-net-worth clients), corporations, retirement plans, trusts, foundations, and small business owners. It provides financial planning and consulting, discretionary and non-discretionary portfolio management, corporate consulting, retirement-plan fiduciary services, and family office services under written engagement agreements.
The firm describes an investment approach built around tactical diversification and individualized asset allocation, tailoring portfolios to client goals, time horizon, and risk tolerance. Diversify deploys a range of delivery options — including AMS/AMS+ (wrap), OMS, DMS, VMS, TMS, and Envestnet models — and offers access to alternatives, structured notes, options-based strategies, custom bond ladders, and a Wealth Accumulator strategy using American Funds F2 shares; it also permits execution of illiquid alternative investments within certain AMS and DMS accounts.
Compared with many large advisers that rely largely on percentage-of-AUM billing, Diversify also offers fixed project and fixed annual fees and hourly billing for financial planning, family office, and corporate consulting engagements, and it recently added ERISA §3(38) discretionary plan-management services. The firm discloses a network of affiliations — an affiliated broker-dealer and insurance entity, ownership ties to an alternative-investment sponsor, receipt of sponsor due-diligence or promoter compensation, and sub-advisory/solicitor arrangements — and describes policies and monitoring intended to address the resulting conflicts.
Based on Diversify Advisory Services, LLC
Expertise
Based on Diversify Advisory Services, LLC
Occupation focus
Based on Diversify Advisory Services, LLC
Location
60 Mall Road Suite 102
Burlinton MA 01803
Advisors at this office
3
Advisors at this office
Robert D
CFP®, ChFC®, Series 63, Series 66
Burlinton, MA
Diversify Advisory Services, LLC
Robert Doherty is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with Diversify Advisory Services, LLC and its affiliated firm DFPG Investments, LLC, having previously worked at New York Life Insurance Company and Eagle Strategies. Outside of his advisory role, Doherty volunteers as a youth wrestling coach and serves on the Woburn Wrestling Team board. Diversify Advisory Services, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a combination of internal models and third-party solutions across multiple platforms, offering a broad range of investment strategies and multi-family office support.
Benjamin H
CFP®, Series 63, Series 65
Burlington, MA
Diversify Advisory Services, LLC
Benjamin Harding is a CFP®-certified financial advisor with 24 years of industry experience. He is currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC, and previously worked with Eagle Strategies (NY Life) and New York Life Insurance Company. Harding serves as a board member for Maine Huts & Trails, a nonprofit organization maintaining trails and huts in western Maine, and chairs the Practice Management Committee of the MDRT Top of the Table division. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of investment models and services including financial planning, portfolio management, corporate consulting, and family office advisory.
Kimberly H
CFP®, Series 63, Series 65
Burlington, MA
Diversify Advisory Services, LLC
Kimberly Harding is a CFP® with 23 years of industry experience, currently serving at Diversify Advisory Services, LLC and DFPG Investments, LLC since 2025. She has held positions at Harding Financial & Insurance since 2009 and worked with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company from 2003 to 2025. Harding also provides fixed insurance brokerage services as an outside business activity. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of portfolio management options and financial planning services tailored to client needs.
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