Wells Fargo Advisors
45yrs
Top advisor by experience in Norwell
26yrs
Mark Everett
Full name on record: Mark Joseph Everett
Financial advisor at Diversified Financial Management
Mark Everett is a fiduciary financial advisor in Norwell, Massachusetts, with 26 years in the industry. Mark joined Diversified Financial Management in 2015, after three years at Raymond James Financial Services Advisors and four years at Strategic Advisers. Diversified Financial Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 154 advisors with offices in Norwell, and one of 140 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors nationwide
Office80 Washington Street Building E-13, Norwell, MA 02061
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.33 million
Advisors at the firm4
States licensed ?1 state
Services through Diversified Financial Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowDiversified Financial ManagementCurrent firm
- 2012 – 2015
- 2008 – 2012Strategic Advisers LLCPreviously
Contact Mark
(781) 792-0440Diversified Financial Management main office 80 Washington Street Building E-13Norwell, MA 02061Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Diversified Financial Management at (781) 792-0440 and ask for Mark Everett. Mark works from the Norwell, MA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2000, about 26 years. More experience than 74% of advisors nationwide.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Diversified Financial Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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