About Diversified Consumer Planning LLC
Objective. Transparent. Aligned with You.
Founded in 2009, Diversified Consumer Planning LLC is a fee-only, fiduciary investment advisory firm committed to helping clients grow and protect their wealth through cost-effective, AI-driven, and data-informed strategies.
Whether you're planning for retirement, building long-term wealth, or navigating a financial transition, we partner with you to create a strategy rooted in your goals — not commissions or products.
Why Clients Choose Us
🔍 Clarity, Not Confusion
We believe financial advice should be clear and conflict-free. As a fee-only firm, we receive no commissions, hidden fees, or third-party incentives — ensuring our advice is always in your best interest.
🧠 Smart, Data-Driven Investing
Our strategies blend machine learning, predictive analytics, and time-tested portfolio theory to deliver customized portfolios aligned with your goals, risk tolerance, and tax situation.
🧭 Planning That’s Personal
Through our eMoney-powered client portal, we offer a full financial planning experience, including:
- Real-time portfolio tracking
- Cash flow modeling
- Goal progress dashboards
- Retirement and scenario planning
You’ll have 24/7 access to your full financial picture, with personalized insight from your advisor at every step.
How We Deliver Value
✔️ Transparent Reporting with Morningstar
Our clients receive monthly asset and performance reports, powered by Morningstar. Reports are net of fees, ensuring you always see the true value we provide.
✔️ Low Fees & Cost Control
We minimize costs by covering trading fees as part of our management fee. Our structure is designed to maximize what you keep, not what we earn.
✔️ Tax Efficiency by Design
Our investment and withdrawal strategies are built to help reduce your tax burden and improve after-tax returns, especially in taxable accounts and retirement drawdowns.
✔️ No Minimums — Everyone Deserves Advice
Whether you're just getting started or managing a large portfolio, you're welcome here. We intentionally do not require a minimum investment because we believe quality advice should be accessible to everyone.
What It Means to Be a Fiduciary
As fiduciaries, we are legally and ethically obligated to act in your best interest at all times. Many financial professionals are held only to a “suitability” standard — we go further. Our clients trust us to provide guidance without bias, pressure, or product sales.
Meet the Team
Chris Meyers
Founder & President, Investment Adviser Representative
Chris Meyers is an Investment Adviser Representative and the President of Diversified Consumer Planning LLC. He helps individuals and families invest with confidence through data-driven strategies and disciplined, long-term planning.
Chris holds a degree in Economics from the University of Michigan and an MBA from NYU’s Stern School of Business. Before entering financial services in 2009, he served as a U.S. Navy Supply Corps officer aboard both an aircraft carrier and a fast-attack submarine. That experience shaped the strategic and accountable approach he brings to every client relationship.
Chris and his family invest in the same portfolios he manages for his clients, reinforcing his belief in alignment, transparency, and shared success. He lives in Virginia Beach with his wife and three children and is committed to helping clients grow and protect their wealth with clarity and confidence.
Dennis Crawford
Co-Founder & Investment Adviser Representative
Dennis Crawford is Co-Founder of Diversified Consumer Planning LLC and brings over 40 years of investment experience to his role as an Investment Adviser Representative. He specializes in building customized portfolios designed to match each client’s goals, time horizon, and risk tolerance.
A proud U.S. Air Force veteran, Dennis applies the values of integrity, discipline, and precision to his work in investment management. His approach is rooted in research and fiduciary responsibility, helping clients navigate market cycles with calm and clarity.
Dennis believes in long-term relationships built on trust and shared purpose. He invests alongside his clients and draws on decades of market wisdom to guide them toward lasting financial security.
Christi Crawford
Head of Client Success
Christi Crawford brings over 40 years of administrative and client service experience to her role as Head of Client Success. She oversees day-to-day operations and plays a key role in ensuring a smooth, responsive experience for every client.
Christi works closely with clients to assist with account paperwork, transfers, scheduling, and other service needs. Known for her attention to detail and warm, professional manner, she helps clients feel supported, informed, and confident throughout their journey.
Her dedication to reliability and personalized service reflects the firm’s core values. Christi is proud to help foster long-term relationships built on trust and exceptional care.
Your Financial Journey, Our Shared Commitment
We don’t just manage investments. We help you build a future. Our work is centered on long-term relationships, clear communication, and helping you make confident financial decisions.
When you work with us, you’re not just hiring an advisor — you’re gaining a partner in your financial journey.