Diversified, LLC
Diversified, LLC

Diversified, LLC

Offers remote services
Offers remote services
contact for price

Zip code
Annual income

Responds in about 15 min

Introduction: My name is Clark Schweitzer and I'm a Financial Planner with Diversified LLC. With over 40 years of financial planning expertise, Diversified is one of the fastest growing RIA's in the country with over $1.2 billon in assets under management. Our goal is to work with our clients in providing a life full of wealth, health and happiness. We provide comprehensive financial planning and investment management to help you identify and achieve your goals. While that’s true, what we do goes far beyond typical financial management. As a fiduciary, we’re here to put your best interests first, every time. Our dedicated financial advisors are here to walk you through every step of the planning process, while our investment team handles the investment process. We build a lifelong partnership with our clients, and we’re here to help you achieve and reach your goals for life. OUR LIFELONG ADVICE MODEL CONSIDERS THE QUANTITATIVE AND QUALITATIVE ASPECTS OF YOUR LIFE, SUCH AS: Quantitative Aspects: Investments, insurance, and taxes. Qualitative Aspects: Your personal goals, career decisions, relationship with money, and your family legacy.
Overview

Serves Wayne, PA

Background checked

License verified

23 employees

39 years in business

Payment methods

Check, Credit card, PayPal

Social media

Facebook, Instagram, Twitter

Featured Projects

10 photos

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

10 reviews

5
100%
4
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Read reviews that mention:


Sean C.

Clark was amazing to work with and extremely knowledgeable when helping me plan for my retirement. He took very good care of my mother as well.
Oct 18, 2021
Timothy M.

Clark Schweitzer knocked my socks off with his customer service. He exceeded all expectations and helped me move closer to my financial goals. Bonus points for being LGBTQ+ friendly for me and my partner.
Diversified, LLC's reply
It's been a pleasure helping you and Thomas and thank you for the kind words. Looking forward to seeing how the remodeling turned out and congrats on the retirement!
Oct 1, 2021
Mike T.

I always thought I organized my finances pretty well, but Clark and his team at Diversified opened my eyes to the real value of financial planning. I can honestly say my stresses around money are fine because I finally have a real plan in place.
Oct 1, 2021
Paige S.

Clark has a trustworthy quality and made me feel comfortable when I wanted to ask additional questions whether that was over the phone or in a meeting. I am extremely pleased with the overall attentiveness and advice that has been provided to me and my family to further our financial goals.
Sep 30, 2021
Haley P.

Clark and Diversified were super helpful in providing me a financial plan to accomplish not only my short term but also long term goals. Explaining every detail and aspect was very reassuring as I knew what to expect after every meeting
Sep 30, 2021
Credentials
License

License Type: Investment Adviser Representative (PA)

License verified on 9/8/2021

Background Check

Clark Schweitzer

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    An initial meeting/ phone consultation is complimentary for all prospective clients. This is to learn more about each other and see if we would be a good fit to work together. Fee Based: Fee is assessed as a % of assets under management a client has to invest starting at 1% and declining based on amount of assets to invest. We offer full Financial plans on a needs basis. We also offer Insurance products on an at need basis. In certain situations an insurance product will need to be purchased based on client needs and planning.

  • What is your typical process for working with a new customer?

    We have a 4 step Lifelong Wealth process to becoming a full financial planning client. 1. Intro call/meeting to understand each clients unique situation as well as if we have the resources and expertise to assist and handle. 2. Once we know that we can add value to a clients financial situation, we have a discovery meeting to dive deeper into all aspects of a clients financial life to understand what the landscape currently looks like. Gather all data around a clients finances including cash flow, assets, investment accounts etc. to begin analysis. 3. Planning meeting part 1: Once we have had a chance to review and analyze all financial info and statements, we present our plan modeling around how we can improve aspects of your financial picture and probability of achieving success. 3a. Planning meeting part 2. Implementation: Once assets move over to our management, we will then implement our planning and investment recommendations along with ongoing monitoring. 4. Check up Meetings: We will conduct periodic meeting/calls to review your financial plan and any changes to your financial life to ensure we are still on track to meet your goals and objectives according.

  • What education and/or training do you have that relates to your work?

    Our firm is staffed with Certified Financial Planners (CFP's), Accountants (CPA's), Chartered Financial Analysts (CFA's), and estate attorneys. All planners are registered investment adviser representatives at a minimum. This requires a FINRA series 65 with other licenses including Series 7, 63 and life and health insurance designations.

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