Diversified Financial Management

Diversified Financial Management (CRD# 171813) is a financial advisory firm headquartered in Norwell, MA. They manage $123,315,011 in 215 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $573,558
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH, TX

Financial Advisors at Diversified Financial Management
Showing 1 - 3 of 3 top financial advisors.
1
William N. McKenna
CRD#: 1043693
80 Washington Street, Building E-13, Norwell, MA 02061
96
Wealthminder
score

William McKenna (CRD# 1043693) is an Investment Advisor Representative working at Diversified Financial Management in Norwell, MA and has over 34 years of experience in the finance industry. William McKenna has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark J. Everett
CRD#: 4261840
80 Washington Street, Building E-13, Norwell, MA 02061
93
Wealthminder
score

Mark Everett (CRD# 4261840) is an Investment Advisor Representative working at Diversified Financial Management in Norwell, MA and has over 16 years of experience in the finance industry.

3
Henry C. Place
CRD#: 5862403
80 Washington Street, Building E-13, Norwell, MA 02061
90
Wealthminder
score

Henry Place (CRD# 5862403) is an Investment Advisor Representative working at Diversified Financial Management in Norwell, MA and has 1 year of experience in the finance industry.

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