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.