Diversify Advisor Network Expands with New Advisors Joining
Diversify Advisor Network is thrilled to announce a significant addition to their team with the joining of two esteemed advisor groups in recent times. This marks a strategic move towards enhancing their operational capabilities and expanding their service offerings, all under the watchful leadership of the team at Diversify.
New Advisor Teams Joining the Network
In this wave of new talent, Michael McHugh comes aboard, bringing over 26 years of valuable experience. His previous affiliation was with Robert W. Baird, where he managed over $115 million in assets. His decision to join Diversify reflects a desire for a long-term partnership that can truly recognize and support the independent advisor's journey.
McHugh expressed, "I've been in this business a long time, and I wanted to ensure this would be my final destination. I couldn't be more excited about this partnership with Diversify." Such sentiments align perfectly with Diversify's ethos of nurturing individual advisor ambitions.
Griffin Wealth Partners: A New Start
Additionally, Griffin Wealth Partners, led by the dynamic trio of Nick Tarulli, Joe Finnerty, and Pat King, has joined the Diversify family. Previously associated with B. Riley, the Griffin team specializes in comprehensive planning strategies and manages approximately $100 million in assets. Their transition to Diversify signifies a shared vision of innovation and independence.
Nick Tarulli noted, "We chose to join Diversify because we wanted a partner that values autonomy while providing the scale necessary for growth, independent of private equity influence." This highlights their commitment to alignment with like-minded partners in previously uncharted waters.
A Welcoming Environment Under Diversify
Diversify's VP of Business Development, Jina Horton, shared great enthusiasm about these new additions, stating, "We are thrilled to welcome Mike and Griffin to Diversify's independent platform, Diversify Advisory Services. Each team brings a unique perspective and will undeniably enhance the Diversify network's capabilities." This ongoing commitment reflects the firm's pursuit to create an inclusive and supportive community for all advisors.
Currently, Diversify manages an impressive $8.5 billion in assets across its platforms, recognized for its innovative multi-affiliation model. The structure enables advisors to connect and operate within a healthy ecosystem that encourages growth and collaboration. Ryan Smith, the CEO of Diversify, emphasized, "This firm was built by, and is run by advisors. A clear path of succession is paramount for advisors, and we've addressed every stage of an advisor's journey."
About Diversify Advisor Network
Diversify Advisor Network stands out as a full-service independent wealth management firm, fostered by seasoned advisors and industry leaders. The firm prides itself on exceptional institutional-grade resources, paired with personalized attention, which epitomizes true partnership in investment advisory services.
The wealth management offerings are made available through Diversify Advisory Services, LLC (DAS) and Diversify Wealth Management, LLC (DWM). Securities activities are conducted through dfpg Investments, LLC. Their commitment to excellence is affirmed by a robust structure that supports their advisors in navigating the complexities of the financial landscape.
Frequently Asked Questions
What significant changes are happening at Diversify Advisor Network?
Diversify Advisor Network is expanding by adding two new advisor teams to bolster their capabilities. This partnership aligns with their goal of supporting independent advisors.
Who are the new advisors joining Diversify Advisor Network?
The new members include Michael McHugh and Griffin Wealth Partners, led by Nick Tarulli, Joe Finnerty, and Pat King, focusing on comprehensive planning.
What is the experience level of Michael McHugh?
Michael McHugh brings over 26 years of experience in the advisory field, having previously managed $115 million in assets.
What values does Diversify uphold for its advisors?
Diversify emphasizes autonomy, supportive partnerships, and a unique recruiting process that prioritizes cultural fit and advisor success.
What resources does Diversify Advisor Network provide?
Diversify offers a variety of resources through its independent wealth management platforms to ensure advisors can thrive and nurture their clients successfully.