Diversified Financial Management Group, LLC

Overview

Diversified Financial Management Group, LLC is structured as a limited liability company owned by an individual and combines insurance brokerage with advisory work focused on financial planning and the selection of outside managers. The firm describes itself as a capital allocator, meaning it places client capital with third-party fund managers rather than relying solely on in-house active management. Its billing arrangements include a percentage-of-AUM fee component alongside other fee/compensation structures consistent with insurance-related distribution. The adviser is not flagged as an active ESG investor, is not multi-state registered in the dataset, and is not identified as a pension consultant or related adviser.

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Location & Offices