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An Industry Leader
Diversified Financial Planning, Inc. and the DFP group of companies have sought to become the industry leader in financial planning and investment management. The entire team at DFP works to exemplify high standards of professionalism and to maintain a truly independent and unbiased investment and planning philosophy. In this effort to become the industry leader, DFP is proud to have reached the following benchmarks:
2010 & 2011 NABCAP Premier Advisors
In the November 2010 and 2011 issues of Utah Business Magazine, DFP was one of only a few firms to be included in the 2010 and 2011 NABCAP Premier Advisor list. This award recognizes the top financial planning companies in Utah based upon very strict criteria from the National Association of Board Certified Advisor Practices.
Click here to see the write up on DFP.
2010 & 2011 MWC Utah 100 Award
In October 2010 and 2011 DFP was recognized at the Utah 100 Awards Luncheon at the Grand America Hotel, hosted by Mountain West Capital and Utah Governor, Gary Herbert. This award recognizes the 100 fastest growing companies in the state of Utah over the last 5 years. In 2010 DFP was ranked as the 56th fastest growing company in Utah and in 2011 they were ranked as the 52nd fastest growing company in Utah.
Pictured (from left to right), Daniel Luke, Governor Gary Herbert, Ryan Smith
Dave Ramsey Endorsed Local Provider
For nearly a decade, Daniel Luke and his team at DFP have been the Endorsed Local Provider for New York Times bestselling author and nationally syndicated talk show host Dave Ramsey. DFP is dedicated to the mission of Dave Ramsey in helping individuals, families and businesses achieve financial independence.
Dave Ramsey endorses Daniel Luke and Ryan Smith but does not endorse investment firms nor the securities offered through DFPG Investments, Inc. The Dave Ramsey endorsement does not extend to the investment advisory services offered by Daniel Luke or Ryan Smith through LJCooper Capital Management. Working with an advisor that is part of the Dave Ramsey Endorsed Local Provider (ELP) network cannot guarantee investment success or that financial goals will be achieved. Financial professionals that participate in this program may pay a fee for client leads that are provided. To the extent that the endorsement by Dave Ramsey is construed to be a testimonial, please note that it may not be representative of the experience of all DFPs clients, or a guarantee of future performance or success.
Utah State Bar Association
DFP is the recommended investment and financial planning company for the Utah State Bar association, helping attorneys throughout the state of Utah with their investment and financial planning needs.
Health Insurance Diamond Award
DFP Insurance, Inc. was awarded the Select Health Diamond Producer award, which recognizes the top health insurance producers for the state of Utah's largest insurance company, Select Health. In addition, agents for DFP were also recognized as one of the top 75 insurance agents in the country for Humana, a national health insurance company.
Securitized Real Estate Expertise
DFP is recognized for their selection of securitized commercial real estate investment offerings for accredited, high net worth investors. Multiple DFP team members have served on investment committees that have created proprietary due diligence models and have been responsible for the review of thousands of securitized commercial real estate investments. This experience assists the representatives of DFP as they try to find real estate investments that could potentially meet the needs of their clients.
