Diversified Financial Management

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Introduction: The DFM Advantage INDEPENDENT AND EXPERIENCED DFM is privately-owned, and staffed by professionals experienced in the management of multi-generational wealth. As a fee-only firm, DFM's clients receive customized and objective advice, free from sales commissions, proprietary investment products, and other conflicts often associated with larger institutions DFM's focus is to provide our high net worth clients with the organization, coordination, and expertise needed to simplify the complexities of managing and transferring their wealth. Our highly experienced and knowledgeable professionals are proactive and flexible in providing each client with the guidance necessary to navigate the obstacles in this ever-changing financial and investment environment.

Overview

4 employees

38 years in business

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FAQs

What is your typical process for working with a new customer?
An effective financial plan is carefully formulated to build, manage, and preserve client wealth. DFM offers flexible financial planning approaches which may be multi-faceted to address complicated situations, or more one-dimensional for less complex client situations. With each new client, we clearly define their objectives and the services required. Whether a broad-based plan, a researched report, or analysis of financial or investment issues, our advisors will take the time to ensure that each client fully understands our recommendations and is comfortable with the implementation of our advice.