About My Practice
Diversified Financial Management Inc. (DFM) is a fee-only, independent, financial advisory and wealth management firm that has been counseling successful individuals and their families since 1986. Our diverse clientele live mainly on the east coast, from New England to Florida, and includes senior corporate management, medical and legal professionals, business owners, retirees, individuals and families in transition, and others with significant wealth.
We offer comprehensive financial and estate planning, retirement income planning and wealth management services in a sophisticated environment, where our clients receive the expertise and personalized attention usually available only to the very wealthy. Our services include helping clients with a particular problem or concern, and/or developing and implementing a comprehensive financial, investment or wealth transfer plan. As a first step, we offer a no-cost, no-obligation meeting with each prospective client to discuss their individual circumstances and familiarize them with our services.
As a SEC Registered Investment Advisor, DFM and its employees are fiduciaries. We are independent and objective and only offer advice which we believe is appropriate and in the best interest of our clients. DFM does not have any proprietary investments, and as a fee-only advisor, we do not receive any compensation or remuneration for the purchase or sale of any investment product. Additionally, we will always inform our clients of any potential conflict of interest which might compromise our independence, objectivity, or impartiality.
Our mission 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.
Bill has been advising successful individuals and their families for over 25 years. His experience both in corporate America and personal finance provides clients with broad-based expertise. Bill founded DFM in 1986 to provide high income families with comprehensive financial advice in a holistic shared family office environment. A dedicated financial and investment strategist, he closely follows economic trends and markets, and writes a periodic economic and investment forecast letter for DFM clients, other professionals and friends of the firm. Bill oversees the operations and policies of the firm and enjoys personally maintaining individual client relationships.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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