Founded in 1994, Diversified Trust is an employee-owned wealth management firm with a fiduciary duty to its clients. The firm provides a full suite of services including investment management, trust and estate planning, and family office services. Its mission is to deliver integrated and objective advice, building long-term partnerships with clients to help them achieve their financial goals across generations. By remaining independent, the company emphasizes conflict-free guidance and customized solutions tailored to each client's unique circumstances.

Founded in

United States