At Diversified Asset Management, Inc., we take pride in our status as a privately owned and independent fee-only wealth management firm. As fee-only advisors, we are able to serve our clients with no conflict of interest, giving us the freedom to offer advice that is always in the best interest of our clients.
Founded in 1996 and located in Boulder, Colorado, Diversified Asset Management, Inc., is licensed as an investment advisor with the State of Colorado Division of Securities. Our experienced team of financial services professionals includes memebers who hold some of the industry’s most respected credentials, including Certified Financial Planner® (CFP®), Chartered Financial Analyst (CFA), and Accredited Estate Planner (AEP®). As members of NAPFA, the National Association of Personal Financial Advisors, we share the organization’s commitment to the highest of professional standards and to offering conflict-free advice to every client.
Our services include comprehensive asset and wealth management services for self-employed professionals, corporate executives, and small business owners, as well as retirement plan consulting services for retirement plan sponsors at small to midsize companies. We are committed to thoroughly understanding our clients, establishing long-term relationships, and providing personalized, consultative services with the goal of helping our clients address their most pressing financial challenges and achieve their long-term financial goals.