Who We Serve

 

While we work with clients in a wide array of professions and financial circumstances, as dedicated, highly trained, and Certified Financial Planners® (CFP®s), our team specializes in addressing the complex financial challenges and opportunities of the following individuals:

Self-employed Professionals

Corporate executives

Small business owners

Retirees

Young Professionals

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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