WHO WE ARE
We are a dynamic, fee-only investment management and financial planning firm serving families and institutions. Founded in 1986, we have enjoyed long term and trusting relationships by doing what is in the best interest of clients in our role as fiduciary. We are staffed by talented and experienced professionals who appreciate the long-term nature and accountability associated with investments and life planning.
Diversified Financial Management is registered with the Securities and Exchange Commission (SEC) as an independent investment advisor.
DFM combines personalized attention with the integration of a broad range of financial planning and investment services inherent in a multi-family office format.
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.
