Diversified Financial Management is a family office - multi based in Norwell, United States, founded in 1986. Verified contact details, AUM data, and investment preferences on FindLPs.
DFM is privately-owned, and staffed by professionals experienced in the management of multi-generational wealth. As a fee-only firm, DFM's clients receive customized and objective advice, free from sales commissions, proprietary investment products, and other conflicts often associated with larger institutions. Our experienced professionals also provide corporate executives and business owners with advice on specialized benefits, including retirement plan design, stock options, employment negotiations, tax consideration, insurance, and estate issues.
Investment types: Buyout, Private Equity, Growth/Expansion, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage
Sectors & themes: Business & Administrative Services, Debt Issuance, Equity/Mutual Funds, Investment Management, Legal & Tax Services, Property Leasing & Management, Real Estate Services & Management, Wealth & Estate Planning, Commercial & Professional Services, Finance, Financial Services, Professional Business Services, Real Estate, Real Estate Services & Management & Management, Traditional Investments (Liquid Assets)
Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States
Location: 80 Washington Street\nBuilding E-13 Norwell\nNorwell\nMassachusetts\n02061\nUnited States
FindLPs holds verified direct email addresses and phone numbers for decision-makers at Diversified Financial Management. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
Unlock Contact DetailsSearch 25,850 limited partners with verified contact details.
LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.