Diversified Asset Planners was founded on June 10th, 1987 by four individuals including two of our current representatives, Donald Leitzell and Nicholas Accordino. We have evolved to having ten planners and seven administrative assistants who manage over $1 billion in client assets.
Our main focus is on the need of the clients. We meet with clients mainly by referral and believe private one-on-one meetings are most effective when discussing such confidential and life-changing events such as retirement and financial allocation.
Our number one strength is service. We serve the client first whether the market be good or bad. We closely monitor the market and make conservative, but rewarding, suggestions to the best of our ability.
Our goal is to help clients gain a better understanding of the financial concepts behind insurance, investing, retirement, estate, planning, and wealth preservation. Most importantly, we hope clients see the value of working with skilled professionals to pursue financial goals and understanding the opportunities and potential reward that are available when taking a proactive approach to client’s personal financial situation.
We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data.
We hope you take advantage of this resource and visit us often. Our website provides information defining different plans, calculators, and articles providing insight into the daily market. Our online videos will give you a better understanding of how to handle the variety of financial situations you may be handling.
Our Guiding Values
Knowledge
Use our range of skills, education, and industry experience to provide you with informed financial direction.
Support
Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.
Integrity
Our role as your trusted financial professional is one we don't take lightly. We strive to meet every interaction with care and professionalism.
Ready to see how a customized financial plan can help bring you closer to your goals? Schedule a meeting to get started.
