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YEARS OF COMBINED INVESTMENT EXPERIENCE
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YEARS OF AVERAGE CLIENT TENURE

WHO WE ARE

DFM is an independent investment advisory and financial planning firm that has been counseling
successful individuals, families, and businesses since 1986.

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 dfm@dfmwealth.com with any questions or to arrange an introductory meeting.

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MEET OUR TEAM

Mark J. Everett

Managing Director, Financial Advisor

Sharon Wall

Finance and Operations

Carole Walsh

Client Service

William N. McKenna

Senior Consultant

REQUEST A FREE CONSULTATION

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