Industry: Social Services

Diversified Capital Management LLC, while primarily known for its financial planning services, also contributes to the social services sector through specialized financial guidance for nonprofit organizations, faith-based groups, and individuals navigating life transitions. Recognizing that financial stability is a vital part of individual and community well-being, the firm incorporates education and outreach into its mission. It often partners with community groups and religious institutions to offer financial literacy programs, retirement planning workshops, and tailored advice for underserved populations.

Unique to Diversified Capital Management is its commitment to values-based financial planning, enabling clients—especially within nonprofit or mission-driven sectors—to align their financial decisions with their cultural or ethical principles. Their advisors often work closely with families in transitional situations, offering compassionate, personalized strategies focused on long-term sustainability and resilience.

The firm’s community-first approach reflects a holistic understanding of social services, where economic empowerment is considered foundational to individual success and healthy communities.

Key Services:

– Financial planning for individuals in life transition (e.g., divorce, loss, retirement)
– Values-based investment and planning for faith-based and nonprofit clients
– Financial literacy workshops and educational outreach
– Specialized retirement and estate planning services
– Community partnerships to support economic empowerment initiatives