Located in Boulder, CO, Diversified Asset Management, Inc., is an independent, fee-only wealth management firm specializing in addressing the complex financial needs of self-employed professionalscorporate executives, and small business owners.

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.


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Comprehensive Wealth Management Services

Using our advancing 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.