Sam Deaver

Sam Deaver leads a planning-first approach across two service offerings: Diversify’s Multi-Family Office and Private Wealth Advisory. In the Multi-Family Office, he serves high-net-worth families with complex balance sheets and multi-entity needs, overseeing portfolio construction and investment decision-making across public markets and private investments. In Private Wealth Advisory, he works with individuals and families to build clear financial plans and investment strategies—covering retirement, tax-aware investing, risk management, and ongoing guidance that’s simple to follow and easy to sustain.

Sam has worked in the financial industry since 2011, earned his degree in Personal Financial Planning from Utah Valley University, and is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). He serves on the Wasatch Trails Foundation Development Committee and is on the board of Trac Bot, a portfolio reporting platform for high-net-worth families.