Diversify, Inc. and the Diversify group of companies have sought to become the industry leader in financial planning and investment management.
The entire team at Diversify 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, Diversify is proud to have reached the following benchmarks:
NABCAP Premier Advisor Award
Diversify is a three-time winner of the NABCAP Premier Advisor award. For three years, the November issues of Utah Business Magazine has featured Diversify as one of only a few firms to be included in the 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 Diversify's featured article in the 2013 November issue of Utah Business Magazine.
InvestmentNews 40 Under 40
In 2014, Diversify's president and co-founder Ryan Smith was selected as one of the nation's top finance and investment professionals by the highly esteemed InvestmentNews. Ryan was one of eight nominees to be recognized for his entrepreneurial accomplishments and spirit.
See the article here.
MWCN Utah 100 Award
In October 2010, 2011, 2012 & 2013 Diversify 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 Diversify was ranked as the 56th fastest growing company in Utah and in 2011 & 2012 they were ranked as the 52nd fastest growing company in Utah.
Forty Under 40
Ryan Smith, co-founder and President at Diversify, was featured in Utah Business Magazine as a recipient of the 2013 Utah Top Forty Under 40 Award, which recognizes the top executives in the state of Utah under the age of 40 and who have had a significant impact in Utah’s economy. Mr. Smith is an Endorsed Local Provider (ELP) for New York Times best-selling author and nationally syndicated talk show host, Dave Ramsey. Mr. Smith is also the co-host of Diversify Radio with Dan & Ryan, a weekly finance and investment radio talk show on Utah's 105.7 FM and 570 AM KNRS.
See the article here.
Endorsed Local Provider
For nearly a decade, Daniel Luke and his team at Diversify have been the Endorsed Local Provider (ELP) for New York Times bestselling author and nationally syndicated talk show host Dave Ramsey. Diversify 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 Diversify Wealth Management, Inc. Working with an financial 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 Diversify's clients, or a guarantee of future performance or success.
Health Insurance Diamond Award
Diversify 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 Diversify 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
Diversify is recognized for their selection of securitized commercial real estate investment offerings for accredited, high net worth investors. Multiple Diversify 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 Diversify as they try to find real estate investments that could potentially meet the needs of their clients.