You’ve built success through hard work and smart decisions. Now you need a financial partner who truly understands your family’s unique situation and can serve as a trusted decision partner as you work to protect and grow what you’ve built, together.
At Diversified Portfolios, we’ve helped couples with different money backgrounds find common ground and confidence. Our all-weather approach protects what matters while lifting the weight of financial worry from your shoulders.
Shared understanding & aligned vision
Your shared financial values create the foundation for confident decisions. We’ve found that partners and family members often bring different approaches to financial decisions based on their unique life experiences. Our wealth advisors work to help families move beyond these differences to develop a unified vision for their future, turning potential tension into shared progress.
Resilient strategies for your family
Your family’s financial needs change over time. Whether you’re balancing support for aging parents and adult children or building wealth during peak earning years, our comprehensive wealth management approach protects what you’ve built while replacing financial uncertainty with genuine confidence.
Confidence through partnership
You want the validation of knowing your financial house is truly in order. As fiduciary advisors serving clients in over 35 states, we provide clear expertise without unnecessary jargon, giving you the third-party perspective that helps transform different money viewpoints into shared understanding and action.
About Us
Our Values
Make it together
Financial decisions become stronger when everyone contributes. Our collaborative approach ensures both partners participate equally in creating financial plans that reflect your shared vision and individual perspectives. Like the foundation of a home, financial decisions are more stable when built on mutual understanding.
Care more than necessary
We see beyond the numbers to understand your family’s complete story. This deeper connection helps transform uncertainty into clarity through genuine understanding and steady guidance for your unique situation. We listen not just to what you say about money, but what money means to each of you.
Be authentic
We translate financial concepts into straightforward, jargon-free conversations. Our discussions focus on what truly matters: creating financial strategies that align with your family’s goals and values. When one partner speaks “finance” and the other doesn’t, we bridge that gap with clear language everyone understands.
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We build all-weather strategies designed to withstand market shifts and life changes. Our time-tested approach controls costs, taxes, and investment risks while balancing protection with meaningful growth for both planned milestones and life’s surprises.
Questions we help couples answer together
Our time-tested “all-weather” investment approach keeps your financial plan steady through changing markets and life transitions. We focus on controlling costs, taxes, and risks while maintaining alignment with your family’s priorities and values.
How do we prepare for life’s unexpected moments?
Our retirement planning specialists create personalized strategies that connect your wealth to your deeper goals. Our process brings clarity to financial decisions by honoring both partners’ perspectives and building toward the future you want together.
Will our investments support the lifestyle we envision?
Our legacy planning expertise helps translate your financial success into a meaningful impact. Our multi-generational planning approach ensures your values guide how your resources create opportunities for loved ones and causes you care about.
How can we leave a positive impact for future generations?
We CAN HELP
Trusted by families like yours for over three decades
Clients Served
Years Helping Clients
States Our Clients Call Home
%
independent and employee owned
The Financial MRI process
Just as a medical MRI reveals what’s happening beneath the surface without discomfort, our initial conversation provides an insightful picture of your current financial situation without complex preparation. You’ll gain clarity on your investments, potential tax savings, and how to balance both partners’ comfort levels with risk.
Thoughtful family money conversations
We bridge different money perspectives with empathy and expertise. When couples come to us with different views, we help find the common ground where both perspectives are honored. Our approach creates natural ways for teaching values around wealth, preparing children for financial independence, and having thoughtful conversations with aging parents about their needs and wishes.
Ongoing decision partners
Beyond annual reviews, we’re there for life’s unexpected moments, like career changes, business transitions, and family emergencies. Like our all-weather investment approach, our guidance remains steady regardless of market conditions. Our wealth management clients value having a trusted advisor who truly understands their financial story when facing important decisions.
Our process
Bringing different perspectives together
Financial conversations often reveal what truly matters to each partner. When we understand these different viewpoints, we can build strategies that honor both perspectives and create genuine financial harmony. We offer investment management, financial planning, and tax optimization through a clear, structured process designed to honor both of your perspectives.
We offer investment management, financial planning, and tax optimization through a clear, structured process designed to honor both of your perspectives:
01
Schedule the “Financial MRI”
We’ll learn about your finances and future goals in a judgment-free conversation. Like a medical MRI, our comprehensive discovery process offers deep insights in just one appointment. Our first meeting focuses on understanding your story: what’s working well, what concerns you have, and what you hope to achieve together.
02
Receive your customized financial plan
Based on your unique story, we develop recommendations addressing both partners’ priorities. For couples with different money backgrounds, we pay special attention to how our recommendations acknowledge both the desire for growth and the need for security. We explain our thinking in straightforward language, ensuring you understand the reasoning behind each suggestion.
We bridge different money mindsets by creating space for honest dialogue about what matters most to each partner. This foundation of mutual understanding is essential for long-term financial harmony.
03
Feel confident in your financial strategy
Gone are the days of wondering, “Am I doing this right?” With our ongoing guidance, you’ll gain confidence knowing your financial house is truly in order. When market volatility occurs, as it inevitably will, our proactive communication and all-weather approach to investing provides the perspective you both need to maintain confidence in your plan rather than making emotional decisions that could damage your long-term financial health.