Broker Check

Diversified Wealth Management, LLC

Diversified Wealth Management, LLC

405-329-0030
kenny.divelbiss@lpl.com

Diversified in our professional capabilities, our strategies and the comprehensive, holistic approach to the entire planning process enable those working with us to reduce the number of advisors typically utilized by successful business-owners, professionals and retirees.

We begin our process with careful listening in an effort to gain an understanding of who is important and what is important to those with whom we engage. Once we fully understand and recognize the values and concerns that are most important and urgent to each family, our team provides multiple strategies that are most appropriate for each unique family situation. Clients are then able to provide input from the multiple strategies to help ensure satisfaction and contentment with “their plan”, rather than ours. Ongoing guidance and updated strategies are implemented as evolving family dynamics, life events and the financial environment dictates.

While our highest proficiencies relate to wealth management and financial planning, we aspire to use our unique abilities, passions, professional skills and life experiences to bring value to anyone we can, in any way we can.

Professional certifications earned include those in financial planning, estate planning, retirement planning, investments, employee benefits and insurance, as well as completing a Master of Science in Financial Services.

Tax-reduction strategies, asset and income protection strategies and risk management strategies are all incorporated into the over-all plan. Clients may choose from multiple methods of compensation, including fee-only planning. We suggest that clients choose a method that they feel brings them the most value and low cost.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 405-329-0030.

OBJECTIVE ADVICE | INDEPENDENT RELATIONSHIP | LONG TERM COMMITMENTS


A Holistic Approach To Wealth Management

Our Comprehensive Planning Expertise Includes:

  • Investment Management
  • Tax Reduction Strategies
  • Estate & Wealth Preservation Planning
  • Long-Term Care Planning
  • Business Succession Planning
  • Retirement Solutions
  • Risk Management
  • Charitable Giving Techniques
  • Fee-Only Financial Planning

Why Use Diversified Wealth Management

Kenny Divelbiss

  • Fiduciary Capacity
  • Legal Obligation to Act in the Best Interest of the Client
  • Master of Science in Financial Services (MSFS)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Divorce Financial Analyst (CFDA)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Chartered Advisor for Senior Living (CASL)
  • Chartered Advisor in Philanthropy (CAP)
  • Registered Employee Benefit Consultant (REBC)
  • Registered Health Underwriter (RHU)
  • Life Underwriting Training Council Fellow (LUTCF).

Our Mission

Our mission is to recognize the values and concerns of each client, then provide solutions that are most appropriate for each unique situation. We seek to bring confidence, financial independence and freedom through an ongoing relationship of continual dialogue and updated solutions which are dictated by family dynamics, life events and evolving financial conditions.

While our highest proficiencies relate to wealth management and financial planning, we aspire to use our unique abilities, passions, professional skills and life experiences to bring value to anyone we can, in any way we can.

We believe that the best wealth managers and financial planners have a broad knowledge, with education and experience in many different facets of financial issues and why we have become credentialed in several areas and continue to strive to gain knowledge in the areas of planning that the majority of our clients might face.

PROGRESS TOWARD UNIQUE CLIENT GOALS AND BRINGING VALUE TO OTHERS IS OUR PRIMARY MEASURE OF SUCCESS