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Diversified Portfolios, Inc jobs and careers

Bloomfield Hills, United States

About Diversified Portfolios, Inc

Diversified Portfolios, Inc. is a wealth management and investment advisory firm based in Bloomfield Hills, Michigan. We believe in putting people over products, and unlike brokerage houses we act as a fiduciary—required to put your best interest over ours every time. We prioritize building strong, personal relationships with our clients and we aim to help people clarify and understand the wealth management issues they face. We provide unbiased investment management based on long-held principles of diversification, cost effectiveness and tax efficiency. 100% of our wealth advisors have earned industry-specific designations and we have been proud to serve clients throughout the United States for over 30 years.

Employees
11 to 50
Headquarters
Bloomfield Hills

Leadership

The top of Diversified Portfolios, Inc's org chart, with how many people report into each leader.

KWPhoto of Katie Wagner

Katie Wagner

President and Wealth Advisor | Partner

8 reports

DG

Daniel Goldberg

Chief Investment Officer And Wealth Advisor

4 reports

CBPhoto of Catharine Betzig

Catharine Betzig

Wealth Advisor

BC

Brad Cox

Partner And Chief Operating Officer

TPPhoto of Tom Post

Tom Post

Partner / Financial Advisor

Jobs at Diversified Portfolios, Inc

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