Virginia Beach, Virginia Jun 27, 2025 (Issuewire.com) - New York-Based Advisory Firm Blends Human Insight with Cutting-Edge Technology for Personalized, Commission-Free Investment Strategies
Diversified Consumer Planning LLC, a New York-based investment advisory firm, proudly announces the official launch of its AI Investing Solutions, a state-of-the-art platform designed to reshape how investors approach financial planning and portfolio management.
The firm’s AI Investing Solutions use machine learning and real-time data analysis to optimize investment portfolios and create customized financial plans.
This launch marks a significant step forward in the firm's mission to make sophisticated, data-driven wealth management accessible to individuals who are seeking long-term financial growth without the burdens of commission fees.
“We believe the future of wealth management is both human and intelligent,” said Chris Meyers,
President and Registered Investment Advisor (RIA). “AI isn’t here to replace financial advisors—it’s here to enhance decision-making, increase efficiency, and create greater access to personalized strategies that evolve with our clients' lives”
A Smart Solution for High-Earning Professionals, Military Veterans, and Tech-Savvy Investors
This launch aligns with Diversified Consumer Planning LLC’s long-standing commitment to education and transparency. It empowers clients to understand and take ownership of their financial future through regular updates, accessible learning tools, and one-on-one guidance. Thus, clients can feel confident navigating even the most complex market environments.
With a client base that spans entrepreneurs, IT professionals, and military veterans, the firm understands the diverse financial needs and aspirations of its community. By leveraging AI and maintaining a client-first approach, InvestDCP ensures every portfolio is as unique as the individual behind it.
“This isn’t a one-size-fits-all robo-advisor,” added Chris Meyers. “Our AI works alongside human expertise to deliver a hybrid model that’s both intelligent and intuitive—ideal for individuals who expect more from their financial advisor.”
Looking ahead, the firm plans to expand the platform’s capabilities to include tax optimization, socially responsible investing filters, and even deeper financial wellness integrations.
Setting a New Standard in the Financial Planning Industry
With the introduction of AI in its process, the firm reinforces its position as an innovator at the intersection of finance and technology. This advanced solution helps bridge the gap between traditional wealth management strategies and the fast-moving, data-driven world of technology. It provides clients with cutting-edge tools to help them achieve their financial goals.
The firm’s commitment to delivering unbiased, conflict-free financial advice ensures that clients receive the best possible guidance without the distractions of commissions or other conflicts of interest.
“Innovation is not a buzzword here—it’s embedded in our DNA,” said Dennis Crawford, Chief Investment Officer. “We believe the future of financial planning belongs to firms that can merge human empathy with machine intelligence. That’s exactly what we’re doing.”
About Diversified Consumer Planning LLC
Diversified Consumer Planning LLC is a fee-only investment advisory firm dedicated to helping individuals and families make smarter financial decisions. With a strong reputation for ethical, client-first service and a focus on evidence-based planning, the firm offers comprehensive financial and investment management services across the United States. Its new AI Investing Solutions represent the next step in delivering exceptional outcomes for today’s sophisticated investors.
Media Contact
Diversified Consumer Planning LLC chris.meyers@investdcp.com 7346788428 2221 Maple Street https://www.investdcp.com/
