WHO WE ARE
Welcome to Diversified Financial Management
Diversified Financial Management (DFM) is a dynamic, fee-only financial planning and investment advisory firm. Our experienced professionals provide customized solutions for high net worth individuals, families, and institutions.
The firm is headquartered in Norwell, Massachusetts, and serves clients across the country.
Diversified Financial Management is registered with the Securities and Exchange Commission (SEC) as an independent investment advisor.
Please call Calvin Place at (781) 792-0440 or e-mail us at email@example.com with any questions or to arrange an introductory meeting.
MEET OUR TEAM
REQUEST A FREE CONSULTATION
Fill out the form below to arrange for a free initial consultation.