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Welcome to Diversified Asset Management, Inc.

Personal Service. Exceptional Insight. 


Located in Boulder, CO, Diversified Asset Management, Inc., is an independent, fee-only wealth management firm offering advice and financial services  to successful individuals, families, and businesses in and around Boulder and Denver, Colorado. Our team specializes in addressing the complex financial needs of self-employed professionals, corporate executives, and small business owners. We also work with retirement plan sponsors to help design, implement, and maintain successful and compliant 401(k) and 403(b) 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.


Contact us  today at 303-440-2906 to learn more about our services, our insights, and how we can work together to help you achieve your financial goals.


Let us give you a second opinion

Contact us to schedule a no-cost no-obligation consultation and receive a free special report called Finding the Right Financial Advisor - Seven Questions to Help You Discover Whether a Financial Advisor Is the Right Match for You and Your Family.

Event Calendar

View and search our calendar for upcoming events. We invite you to join us at a future event of Diversified Asset Management, Inc. Read more

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