David joined the Diversified team in 2007. In David's role as Financial Planner, he focuses on comprehensive planning with clients to help them pursue their financial goals. Like all the planners at Diversified, David helps clients with a concierge approach to their plan, and works closely with other industry professionals to bring the clients financial plan to completion; all in an effort to give the client the best possible service and peace of mind. David graduated in 2007 from the University of Delaware with a B.S. in Leadership, and continued his industry education by obtaining his series 7, 63, 65, health and life insurance licenses as well as the CERTIFIED FINANCIAL PLANNER^® designation. David has won the Five Star Wealth Advisor award in Philadelphia and Delaware every year since 2010 for his overall client satisfaction. Adding value to both the team and the clients, David is happy to be a part of the Diversified family. Outside of Diversified, David is a member of the DuPont Country Club where he enjoys playing very average golf.

About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better. At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it. Lifelong Wealth® is the pursuit of financial security to enjoy a meaningful life. For us, the keyword here is "lifelong". Lifelong Wealth gives families the opportunity to live well, while planning to achieve a level of happiness. For your life, living well happens through an intentional, lifelong approach which includes: 1. Knowing you have a lifelong financial planning process in place; lifelong advice. 2. Having a trusted advisory team to implement your plan. 3. Constant review and help on your path to lifelong wealth. At Diversified, we are Lifelong Financial Advisors. We embrace the concept of lifelong financial planning with the expert team to support it.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

In March 2010, Andrew Rosen joined the Diversified team, bringing with him nine years of financial industry experience. In his role as Financial Planner Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals. Andrew, alongside the team at Diversified, consistently delivers high-level, concierge service to all clients. Andrew also writes extensively and has authored blogs, whitepapers and eBooks, all of which you can find in on our resources page. He has also been published in CNBC, Business Insider, Investopedia, IRIS, Fatherly, and Yahoo Finance. In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty and health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER" designation in 2006, the CEP in 2010, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware every year since 2010. Outside of Diversified, Andrew's number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club. He is a high level squash player, a runner, and very average golfer.

About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better.
At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Nick Vali is an Associate Partner and Wealth Manager at Diamond State Financial Group. Nick graduated from The University of Delaware’s Lerner College of Business and Economics, with a Bachelor of Science degree in Marketing and minor in Economics.  He currently holds his Series 7, Series 66 registrations, as well as his Life and Health Insurance licenses.

Nick appreciates the contributions of small business owners, medical professionals, and (pre)retirees to the community, and specializes in creating innovative strategies to help overcome the unique challenges these individuals face.  These specialties include:

• Retirement Income Strategies
• Tax Distribution Strategies*
• Wealth Management
• Income Protection Strategies
• Employee Benefits
• College Funding Strategies
• Asset Protection Strategies*
• Legacy Maximization/Estate Planning

Nick is passionate about helping his clients and strives to build a reputation founded on honesty and integrity. Having a passion for solving the puzzle presented by each client, Nick firmly believes that a comprehensive approach, integrating all aspects of one’s financial life, is critical to creating a roadmap to financial independence.  Through his strategic approach to wealth management, (pre) retirees and business owners are accustomed to hands-on support, extensive resources and a team of committed financial experts throughout the experience.

Nick is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

Nick resides in Middletown, Delaware, with his wife Melissa and daughter Gianna.  In his spare time, he enjoys golf, the company of friends and family, and revels in travelling abroad.

_{*Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.}

About Diamond State Financial Group

We believe in the power of personal relationships and focus on one thing - the needs of our clients. Since 1989, Diamond State Financial Group has been committed to helping our clients improve their long-term financial successes. We make available a wide range of quality financial products and the advice and expertise of highly qualified financial professionals. It is because of you, each of our associates have been carefully selected based on their knowledge, experience, and desire to deliver an exceptional client experience. Our team adheres to a vigorous, continuing educational program to provide clients with current and relevant financial perspectives. We are proud to be an independent financial services firm as it allows us the freedom to provide our clients with objective advice. We are focused on recommending products and services based solely on the needs of our clients. Whether or not to establish a relationship with a financial professional is a decision that deserves careful consideration. You can trust we are committed to helping you accomplish your long-term financial goals.
Diamond State Financial Group is also located at 200 E. State Street, Suite 303, Media, PA 19063.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

I've been in financial services since graduating from West Chester University in 2012, when I started as an intern at National Penn Bank. Since then, I've gone on to work for PNC Bank, Vanguard, and most recently started an RIA with my business partner and friend, John Gormley. I also received my MBA from Villanova University in May of 2020.

About Goshen Capital LLC

Goshen Capital is concerned with two things: making sure you understand how and why you're paying us, and providing the most objective, honest advice we can. We take our roles as fiduciaries very seriously. We make every effort to provide upfront, transparent, and fair prices for the services we offer, and clearly communicate why we're worth it. We view our roles in your financial life not just as advisors, but as educators, giving you the knowledge necessary to make good financial decisions at all times in your life, not just when you talk to us. So if you're looking for an advisor promising outsized returns or "secret" retirement income solutions, move on to the next advisor. If you want an advisor here to educate, inform, and put your interests first, then pick up the phone and give us a call and see how we can help you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Vanguard Personal Advisor Services^® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.

About Vanguard Personal Advisor Services

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions. *Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.

Advisory Services Provided:

Retirement Planning, Education Funding and Planning

James began his career at Bankers Trust Company as a commercial lending officer before transitioning to BTCo.s trading desk where he was an institutional bond salesman and subsequently underwrote and traded Federal Agency bonds such as Federal Farm Credit Bank, FNMA and Federal Home Loan Bank bonds. Decamping from New York, James held senior positions with Wilmington Trust Company, T. Rowe Price, Acadian Asset Management, Zurich Capital Markets and Morgan Stanley before joining Merrill Lynch. In addition to holding the preeminent industry designation as a Certified Financial Planner®, James holds degrees from Trinity College in Hartford CT (B.A. English/Political Science) and New York University Stern School of Business (M.B.A.). Originally from Wilmington, DE, he has two grown children, two grandchildren and lives with his wife in Chester Springs, PA.

About Joppa Mill Advisors Ltd.

Joppa Mill Advisors Ltd. represents the culmination of James' experience as a Financial Advisor with Merrill Lynch and a successful and rewarding thirty-five year career on Wall Street in institutional asset management and capital markets. Drawing on decades of financial markets experience, James provides his clients with a disciplined, goals-based decision-making framework to help them align their personal assets with their financial objectives. As an independent advisor, our clients can be assured that their goals and best interests are always paramount and our recommendations are conflict-free.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Paul Koenig is a Financial Planner with Integrated Financial Partners, Inc.(IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. This process includes an evaluation of retirement, risk management, investments, education funding, asset protection strategies, and legacy planning. It is through this process that he can help identify what is most important to his clients so that financial tools and resources can be properly aligned with their goals, despite personal lifestyle changes and external economic factors. Paul helps clients build wealth and position their investments properly through the use of tax-advantaged products and strategies. Paul has committed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients. Paul can provide advice and direction so you can make the most informed decisions. Paul and his team are able to provide strategies that can help you: Build your nest egg, Enjoy a comfortable retirement, Protect your family from financial emergencies, Leave a legacy to your heirs or your favorite charities, Fund your children's or your grandchildren's education. He was listed in New Jersey Monthly and Philadelphia Magazine as a Five Star Wealth Manager. Paul is involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. An avid outdoors-man, Paul believes in physical as well as fiscal fitness.

About Integrated Financial Partners

Financial Planning is not a do-it-yourself project. In today's complex world it takes diligence, research, careful consideration and the help of an experienced professional to help you achieve the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNER professional, I can be objective about your financial situation and this is vital in order to help you gain perspective and confidence in your financial future. A completely confidential Financial Second Opinion is the logical first step on your road to retirement. The number one financial worry is not having enough money to retire. Do you know how much you need? Did you allocate it properly and prudently? Do you know what assets to spend first? This is where I can help. Along with clarity, I can provide prudent strategies and solutions to help you meet your needs and lifestyle goals. I'll provide a customized plan developed through a comprehensive process and I will work with you to see that it is implemented properly. You'll be in a position to make informed decisions for your future. Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients other advisors to ensure collaboration in all aspects of their financial lives.