Why Diversified Portfolios?
We’re here to ensure you have the financial freedom to live life on your own terms
The team at Diversified Portfolios is here to become the steady, trusted hand on your financial wheel
About Us
Why we’re different from others in our industry
We're relational — not transactional
Though we’re fans of data and numbers, we know that your financial security depends on much more than just your accounts. That’s why we’re here to get to know you 1:1, crafting a financial plan that’s unique to you (not something other firms can copy and paste for all clients).
We're proud to work together
At Diversified Portfolios, collaboration is the name of the game. Our team works as a unit to help every one of our clients meet their individual goals. We all bring different perspectives to the table, using our experience to put the interests of our clients first, every time.
We're all about authenticity
Stuffy suits and cringe-worthy Zoom meetings aren’t our things. Here, we want you to feel comfortable, knowing you’re working with a team that understands who you are and what you want. We value connections and have built a team full of people who genuinely care about what they do.
We're always thinking ahead
Those at Diversified Portfolios operate around a growth mindset. We want your finances to impact your lifestyle both now and in the future. It’s why we work with clients for decades — because they trust us to help them navigate the curveballs life throws their way, so they can come out on the other side financially secure.
A team that’s like family
At Diversified Portfolios, we pride ourselves on the passion we hold for our work. We care about our clients — but more than simply saying it (as most companies do), it’s our goal to prove it. Each member of our team works to provide financial clarity and peace of mind for each of our clients (because we know how intimidating your finances can be).
We focus on long-term relationships and feel honored when a client allows us to positively influence not only their finances but their personal lives as well. We’re glad you’re here, and can’t wait to learn more about how we can help you meet your life goals.
Get Started
Putting people over products — always
01
Schedule a consultation
We’ll learn more about your finances and the goals you have for your future. Our meetings are a judgment-free zone — so you can step into this process knowing you have a team on your side.
02
Receive your customized financial plan
After getting to know more about you and your goals, we’ll create a customized financial plan that will allow you to live the life you’ve always dreamt of.
03
Feel confident in your financial strategy
Gone are the days when you ask yourself, “Am I doing this right?” Together, we’ll make sure you’re confident in your finances and never have to worry about running out of money.