Insights

Niche Market Focus Diversified Financial Management caters to high-net-worth individuals and families, offering personalized wealth management services that can be complemented with advanced financial planning tools and strategies to enhance client retention and satisfaction.

Technology Usage The firm utilizes a range of technology platforms including MySQL and Google Tag Manager, indicating openness to digital solutions, which presents opportunities to introduce specialized financial tech tools or data analytics services to improve client engagement.

Financial Growth Potential With annual revenues ranging from 10 to 25 million dollars and a small team, there is potential to scale revenue through targeted marketing, new service offerings, or operational efficiencies in financial advisory processes.

Market Positioning Operating in the competitive Boston area, DFM can benefit from partnerships or integrations with larger financial institutions or technology providers to strengthen its existing niche presence in a highly fragmented market.

Client Relationship Opportunities Given the firm's focus on lifestyle and long-term security for affluent clients, there is potential to expand offerings such as estate planning, tax optimization, or digital wealth management solutions to deepen client relationships and increase assets under management.

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Diversified Financial Management Tech Stack

Diversified Financial Management uses 8 technology products and services including MySQL, Shopify, Font Awesome, and more. Explore Diversified Financial Management's tech stack below.

MySQL
Database
Shopify
E-commerce
Font Awesome
Font Scripts
Lodash
Javascript Libraries
Underscore.js
Javascript Libraries
imagesLoaded
Javascript Libraries
Google Tag Manager
Tag Management
bxSlider
Web Tools And Plugins

Media & News

Diversified Financial Management's Email Address Formats

Diversified Financial Management uses at least 1 format(s):

Diversified Financial Management Email Formats	Example	Percentage
First.Last@dfmwealth.com	John.Doe@dfmwealth.com	36%
First@dfmwealth.com	John@dfmwealth.com	19%
FLast@dfmwealth.com	JDoe@dfmwealth.com	9%
First.Last@dfmwealth.com	John.Doe@dfmwealth.com	36%

Frequently Asked Questions

Where is Diversified Financial Management's headquarters located?

Diversified Financial Management's main headquarters is located at Norwell, Massachusetts 02061 United States. The company has employees across 1 continents, including North America.

What is Diversified Financial Management's phone number?

You can contact Diversified Financial Management's main corporate office by phone at

+1-781-792-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Diversified Financial Management's official website and social media links?

Diversified Financial Management's official website is dfmwealth.com and has social profiles on LinkedIn.

How much revenue does Diversified Financial Management generate?

As of February 2026, Diversified Financial Management's annual revenue is estimated to be $440K.

What is Diversified Financial Management's SIC code NAICS code?

Diversified Financial Management's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Diversified Financial Management have currently?

As of February 2026, Diversified Financial Management has approximately 4 employees across 1 continents, including North America. Key team members include President: C. P.Managing Partner: R. L.Wealth Management - Financial Advisor: M. E.. Explore Diversified Financial Management's employee directory with LeadIQ.

What industry does Diversified Financial Management belong to?

Diversified Financial Management operates in the Investment Management industry.

What technology does Diversified Financial Management use?

Diversified Financial Management's tech stack includes MySQLShopifyFont AwesomeLodashUnderscore.jsimagesLoadedGoogle Tag ManagerbxSlider.

What is Diversified Financial Management's email format?

Diversified Financial Management's email format typically follows the pattern of First.Last@dfmwealth.com. Find more Diversified Financial Management email formats with LeadIQ.

When was Diversified Financial Management founded?

Diversified Financial Management was founded in 1986.

Diversified Financial Management

Q: What technology does Diversified Financial Management use?

Diversified Financial Management's tech stack includes RSS, Lodash, Open Graph, Twemoji, Formidable Forms.

Investment ManagementMassachusetts, United States2-10 Employees

Diversified Financial Management, (DFM) is a fee-only, independent, wealth management firm located in the Boston area.  DFM professionals have extensive experience counseling successful individuals and their families. 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.