Rockland, MA Office
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Diversify Advisory Services, LLC
Multi-team
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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
100 Ledgewood Place, Suite 204
Rockland MA 02370
Advisors at this office
4
Advisors at this office
Jarad M
CFP®, Series 63, Series 65
Rockland, MA
Diversify Advisory Services, LLC
Jarad Minsky is a CFP®-certified financial advisor with 20 years of industry experience, currently with Diversify Advisory Services, LLC. He has held roles at Commonwealth Financial Network and has been the owner of Minsky Financial Group, LLC. Outside of advisory work, he manages Minsky Financial Group, a private entity facilitating advisory and insurance business. Diversify Advisory Services serves a broad client base including individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach with individualized asset allocation and offers a variety of portfolio management options and fee structures to suit different client needs.
Jennifer G
Series 63, Series 65
Rockland, MA
Diversify Advisory Services, LLC
Jennifer Goddard is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Minsky Financial Group, Doyle & Minsky Financial, and Eagle Strategies. She has also maintained long-term involvement with Hunter Pace Consignment and Levaland Farm LLC outside the financial sector. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm uses a tactical diversification approach with individualized asset allocation and offers various portfolio management and consulting services tailored to client goals.
Christopher D
Series 63, Series 65
Rockland, MA
Diversify Advisory Services, LLC
Christopher Donovan is a financial advisor at Diversify Advisory Services, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Eagle Strategies (NY Life) and Harding Financial & Insurance. He also works as an independent contractor brokering non-registered insurance products with outside carriers. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.
Matthew A
CFP®, Series 63, Series 66
Rockland, MA
Diversify Advisory Services, LLC
Matthew Angel is a CFP® with 15 years of industry experience. He is currently with Diversify Advisory Services, LLC and DFPG Investments, LLC, having previously worked at Eagle Strategies (NY Life), Harding Financial and Insurance, NYLIFE Securities LLC, and New York Life Insurance Company. He is also active as an insurance broker for non-registered insurance products. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm utilizes a tactical diversification investment approach with customized asset allocation, offering multiple delivery platforms and access to alternative investments, alongside various fee structures for planning and consulting engagements.
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