Diversified Asset Management, Inc. Fee Only Wealth Manager in Boulder, Colorado Providing Financial, Investment, Retirement and Estate Planning Advice to Business Owners, Executives, and Individuals.

About Us

Diversified Asset Management, Inc. is a privately owned, independent, fee-only, wealth management firm located in Boulder, Colorado. We are a registered investment advisor with the United States Securities & Exchange Commission (SEC). Read More

Recent Articles & Research

Our most recent articles and publications are available for download from our Download Center, Our Views Page, Publications Page and Recommended Reading and Videos Page.

We have just finished our white paper about how executives and entrepreneurs can build wealth and plan for retirement. We just posted an article titled Lessons in Mutual Funds.

Read our white paper on Defined Benefit Plans and how these plans can offer self-employed and small business owners huge tax savings, starting immediately.

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What We Do

We use a five step Wealth Management Process to assist all of our clients in designing and implementing a customized plan. Learn about Our Process, Our Services and Our Clients.

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