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.

Diversified Human Solutions provides advisory services to retirement-plan stakeholders — including 401(k), 403(b), 457 plans, IRAs — as well as plan sponsors, employers, business owners, and individual participants, offering referrals to managed portfolios and fee-based financial planning. The firm reported no assets under management as of July 1, 2024 and also performs employee benefits consulting and related advisory work for institutional clients. The firm’s investment approach emphasizes risk-appropriate, diversified portfolios built from mutual funds, equities, bonds and broad‑based index funds, using both strategic (rebalancing) and tactical methods. DHS generally refers clients to independent third‑party money managers or co-advisors for discretionary management and bills clients on fixed or hourly bases rather than primarily on percentage‑of‑AUM fees. Noteworthy features relative to peers include DHS’s intersection of employee benefits/insurance consulting and investment advisory services, with disclosed compensation from group health and individual insurance arrangements, and advisory representatives who may hold accounting or legal qualifications. The firm also routinely facilitates the selection of other advisers (with potential solicitor/referral arrangements) and documents specialized offerings such as executive 401(k) reviews, business exit planning, and estate settlement assistance.

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.