About Diversity Equity Financial
Edie Jarvis
Diversity Equity Financial is a fully independent financial firm dedicated to making wealth planning accessible and inclusive for everyone. With over 30 years of combined financial experience, the firm is licensed and registered with the Florida Department of Financial Services and built on integrity, education, and personal attention.
Our mission is simple — to empower individuals and families with the knowledge and confidence to make smart financial decisions for their retirement and long-term security.
Independence and Integrity
Diversity Equity Financial was created to serve clients who value clarity, transparency, and trust. We believe financial advice should be free from pressure, bias, or confusion. Since its founding, the firm has operated on a client-first philosophy, emphasizing education and independence over sales.
Our team’s approach combines proven financial principles with a personal touch, helping each client feel informed and supported throughout their financial journey.
Tailored Financial Strategies
As an independent fiduciary firm, Diversity Equity Financial works with top-rated financial institutions to design personalized solutions that reflect every client’s goals, values, and life stage.
Our specialties include:
- Retirement & Income Planning – Turning savings into predictable, lifelong income.
- Wealth Management – Developing strategies for growth and protection.
- Estate Planning – Coordinating assets and legacy goals efficiently.
- Long-Term Care Insurance – Safeguarding families from future care expenses.
- College Funding Strategies – Helping parents plan without sacrificing other priorities.
Every plan is tailored to meet individual needs, ensuring peace of mind and financial balance.
Education and Empowerment
Education is the cornerstone of everything we do. At Diversity Equity Financial, we believe confidence comes from understanding. Our advisors take time to simplify complex financial concepts, giving clients a clear view of their options and helping them make informed decisions.
Planning is a partnership. We continue to monitor progress, adjust strategies as life changes, and provide ongoing guidance every step of the way.
Recognition and Commitment
Diversity Equity Financial and its leadership have been recognized for excellence and ethics within the financial services industry.
Professional Credentials and Affiliations:
- Certified Financial Fiduciary® (CFF)
- Chartered Federal Employee Benefits Consultant (ChFEBCsm)
- Million Dollar Round Table (MDRT) – Top of the Table Member
- National Association of Insurance and Financial Advisors (NAIFA)
These affiliations reflect our ongoing commitment to professional integrity and the highest industry standards.
Empowering Every Client
Diversity Equity Financial is built on a mission of inclusion, empowerment, and equality. We serve clients from all backgrounds—especially women, small business owners, and underserved communities—ensuring that everyone has access to trusted financial guidance.
When you understand your options, you gain control of your future. Whether planning for retirement, managing wealth, or protecting your family, Diversity Equity Financial helps you move forward with clarity and confidence.
🔷 Resident License: Florida 🔷 E&O Coverage: Active 🔷 Experience: 10+ Years 🔷 Regulatory History: No Issues 🔷 Planning Approach: Suitability-Based 🔷 Focus Areas: Fixed Annuities, Life insurance, Medicare, Indexed Annuities, Retirement Income Planning, Wealth Transfer & Legacy Planning 🔷 Fee Disclosure: Provided Upon Request | Self-Reported by Advisor | SafeMoney.com Does Not Independently Verify Credentials
