What we’re known for more than anything is helping small business owners transition to retirement without ever sacrificing the lifestyle they’ve worked so hard to build.
Located in Boulder, CO, Diversified Asset Management, Inc., is an independent, fee-only wealth management and financial planning firm specializing in addressing the complex financial needs of self-employed professionals & small business owners.
We simplify the financial complexities for small business owners so you can:
Take care of the people you love in ways beyond what you thought was possible.
Keep more of what you earn.
Support the causes you care about.
We also work with retirement plan sponsors to help design, implement, and maintain successful and compliant 401(k), 403(b), defined benefit and cash balance plans for their employees.
As a Certified Financial Planner® (CFP®), we are proud members of NAPFA, and committed to working in the best interest of our clients—always. Because we do not accept commissions or other compensation from others for the solutions we recommend, you can rest assured that our advice and our approach is provided with a single objective: to create, implement, and maintain a wealth management plan designed to keep you on your path toward financial success.
Comprehensive wealth management Services
Using our advanced planning process, we carefully evaluate his or her goals, values, personal relationships, existing advisors, and any other factors that may influence the individual’s financial life. Based on this profile, we work together to create and implement a comprehensive wealth management plan with a focus on mitigating taxes and protecting assets.
How Do I Create My Retirement Paycheck?
We want to make sure we help you feel understood and provide clarity through this process of choosing a financial planner.
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