Diversified Financial Management, Inc. (DFM) is a fee-only, independent, financial planning and wealth management firm located in the Boston area, with a satellite office in Stuart, Florida. DFM professionals have been counseling successful individuals and their families for over 20 years. Our diverse clientele include senior corporate management, medical and legal professionals, business owners, retirees, divorced and widowed individuals, and others with significant wealth.

Our focus is to assist our clients in defining and achieving their lifestyle objectives, while ensuring their long-term financial security through the accumulation, management, protection, and transfer of their assets.

Please call us at 781-792-0440 (772-463-5373 in FL) or email us at dfm@dfmwealth.com

to arrange a no-cost, no-obligation meeting.