H. Calvin Place Jr., CFA serves as President and Owner of Diversified Financial Management Associates, Inc., leading a team that includes wealth advisors Brad Cadigan, CFA and Mark J. Everett. The firm was founded in 1986 and has built a reputation for nurturing long-term client relationships spanning decades. DFM operates as a fee-only registered investment advisor, eliminating commission-based conflicts of interest. The company serves families and institutions, providing services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm has demonstrated significant growth, managing over $302 million in client assets as of 2024, representing a 33% increase from $227 million in 2022.

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DFM utilizes an open architecture investment platform to provide each client with a broad universe of investment opportunities. Our professionals build balanced and diversified portfolios to manage risk, while positioning accounts to capitalize on longer term economic and investment trends. The firm's approach integrates clients' investment goals, risk tolerance, and holistic financial planning, including estate and tax strategies. DFM's professionals are proactive in monitoring each client's portfolio and recommending modifications to ensure that their investments remain consistent with their objectives. The company acts as a fiduciary with duties of loyalty and fairness to clients. Founded in 1986, the firm emphasizes long-term client relationships built on trust and doing what is in the best interest of clients. The focus is to assist clients in defining and achieving their lifestyle objectives, while ensuring their long-term financial security through the accumulation, management, protection, and transfer of their assets.

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