A complete list of active advisors currently associated with Diversified Human Solutions

Warmer can help you find a great advisor at Diversified Human Solutions or one who fits your needs even better.

The firm advises retirement plan sponsors and participating employers, retirement plan participants and beneficiaries, business owners, and individuals seeking financial planning or consulting. It offers retirement plan investment management and custodial operations for an affiliated pooled employer plan, written financial planning and modular consulting, and introductions to third‑party investment managers. For the pooled employer plan the firm manages the plan‑level investment menu, qualified default investment alternative and model portfolios, favoring broadly diversified, low‑cost funds and periodic rebalancing; participant accounts are invested when model assignments are applied or contributions are journaled. For individual clients the firm typically delivers financial planning and consulting on fixed‑fee or hourly arrangements rather than relying primarily on a percentage‑of‑assets fee for those services. Several features distinguish this practice from many peers: it is affiliated under common ownership with a payroll/recordkeeping/pooled‑plan provider and an accounting/tax practice, and the owner also serves as the plan trustee — a relationship the firm discloses and mitigates through fixed compensation terms, independent review, and procedural safeguards. The firm is also licensed to place employee benefits insurance and receives related commissions in its employee benefits work, and it operates through a single custodial platform where plan assets are being transferred and for which it serves as the advisor of record.

To learn more about the advisors currently working at Diversified Human Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.