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.
Katie Wagner
President and Wealth Advisor | Partner
8 reports
Daniel Goldberg
Chief Investment Officer And Wealth Advisor
4 reports
Catharine Betzig
Wealth Advisor
Brad Cox
Partner And Chief Operating Officer
Tom Post
Partner / Financial Advisor
Jobs at Diversified Portfolios, Inc
No open positions right now. Explore more companies on TheJobsMap.