Diversified is a leading financial planning and investment management firm based in Birmingham, AL. With a comprehensive range of services, including financial planning, investment management, tax planning, and insurance services, Diversified aims to provide everything needed for lifelong wealth under one roof. They serve a diverse clientele, including individuals approaching or in retirement, executives and professionals, business owners, families, and nonprofits.
With their streamlined Lifelong Wealth Planning Process, Diversified helps clients uncover their goals and plan their finances around what brings them joy. Their dedicated Chief Investment Officer and investment committee tailor investment strategies to each client's specific financial plan. Diversified has received accolades for their excellence, including being named a top Registered Investment Advisor (RIA) by Financial Advisor Magazine multiple years in a row and recognized as a Best Place to Work for Financial Advisors by Investment News.
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