322_Diversified LLC_profile - FINAL_Layout 1 3 / 31 / 22 11 : 06 AM Page 2 coaches . We keep our clients informed with webinars and seminars and a weekly blog . DIVERSIFIED LLC D They stay informed every step of the way . ” www.diversifiedllc.com At Diversified , strategic planning “ sets a 2200 Concord Pike , Suite 104 | Wilmington , DE 19803 | ( 302 ) 765 - 3500 course ” for retirement and other financial 480 E . Swedesford Road , No . 120 | Wayne , PA 19087 | ( 610 ) 627 - 5920 goals . The firm evaluates each client individually and takes a collaborative approach to establish the most appropriate strategy . A six - step and Forbes magazines ; he has also been and experience is essential . He recommends process tailored toward each client allows published in The Wall Street Journal , Barron’s , people partner with an advisor who they trust the firm to uncover and identify what makes Financial Advisor Magazine , U.S . News & and can build a long - term relationship . a client happy . From there , Diversified helps World Report , and USA Today , among others . “ Look for someone you feel comfortable clients to set goals and plan their finances He also shares his expertise by writing a na - with , someone with a proven success record , around what brings them joy . tionally recognized weekly blog on the com - however you define that , and someone who “ We collaborate on a lifelong spectrum , pany’s website , www.diversifiedllc.com . will be your partner , ” he adds . “ They should if you will , to work alongside them , guide Diversified reminds clients that one of the also look at value ; what value the advisor them , and partner with them to accomplish most effective ways to help manage investment brings to their life . You want someone who their goals , ” Rosen adds . “ We do everything risk is diversification ; it’s so important , it’s the to help them reach their destination as wisely firm’s name . This investment strategy , which and comfortably as possible . ” is akin to “ don’t put all your eggs in one About Diversified LLC basket , ” mitigates risk by spreading one’s ? Founded in 1982 The Diversified Difference portfolio across various investments , such as ? 6 financial advisors Diversified’s planners focus solely on financial securities , real estate , and cash alternatives . ? 22 employees in 6 departments planning . An investment committee led by “ Diversification gives you a foundation for ? 66 years of combined investment CIO Mike Horwath handles investment deci - planning , ” Rosen says . “ It’s fun for people to experience sions for clients and the firm . Horwath com - think they can invest all your money in cryp - ? Serving more than 1,000 households municates investment changes and status up - tocurrency and hopefully double their money and clients dates to clients with the help of the marketing in three months . But is that realistic or safe ? ? Focus on uncovering happiness goals department , led by Sarah Thomas and Client I’ve been around too long to know that you for retirement Experience Officer Kelley Seeney . An operations have to diversify , which gives us the tool to ? Offer clients added value enrichment team handles transfers , paperwork , and doc - make financial planning dreams come true . ” programs uments . Diversified’s CEO , Mike Fisher , keeps Not everyone starts planning for the future ? Everything you need financially the business running smoothly by ensuring at the same age . Rosen advises starting early , under one roof that each department focuses on its expertise . though his clients run the gamut in terms of Client communication is of the utmost age and background . importance to the team at Diversified . Fisher “ If you’re in your 50s and come to us that will do their best to help make your dreams and Horwath are sought - after authorities on late , we congratulate you on starting a plan come true . It should be someone who is finance and investments . Rosen is a regular because it’s better late than never , ” he says . committed to your happiness . ” contributor to Kiplinger’s Personal Finance “ Then we help them reframe their goals and When Rosen and his team help clients accomplish those expectations , they say it’s the “ best feeling on the planet . ” Rosen , 40 , attributes Diversified’s success to its people . “ The Diversified Difference is more than having a lifestyle brand , a focus on wealth , health and happiness , or everything under one roof , ” he says . “ The difference is our people . We invest in our employees and our clients . ” In other words , Diversified’s clients aren’t merely social security numbers or account numbers . “ “ They’re people who come into the room Diversified is a success , and are transparent about their finances and based on the philosophy dreams , ” he continues . “ We’re attached to show them the limits of possibilities and dif - their investments , spend years finetuning of , ‘ You get to do well by ferent ways to get there . That’s the beauty of them , and help to make their dreams come doing good . ’ We got here the collaborative process , to show them their true . This is what motivates us every day . Di - options . ” versified is a success , based on the philosophy by doing good for people . ” When vetting prospective financial advisors , of , ‘ You get to do well by doing good . ’ We got — Andrew Rosen , ? Rosen believes a combination of creativity here by doing good for people . ” president of Diversified LLC Diversified LLC is an investment advisor registered with the Securities and Exchange Commission ( SEC ) . Registration of an Investment Adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC . Diversified LLC only transacts business in states in which it is properly registered or is excluded from registration . A copy of Diversified's current written disclosure brochure filed SUBURBANLIFEMAGAZINE.COM with the SEC which discusses among other things , the firm's business practices , services and fees , is available through the SEC's website at : OCTOBER 2021 | xx www.adviserinfo.sec.gov .