THE DIEDERICH SIMMONS TEAM
As Your Family CFO, the Diederich Simmons Team works closely with you to create and execute a long-term, holistic plan that addresses every aspect of your financial life. We help you secure your current financial wealth and plan for the future and legacy you imagine.
Most high net worth families have CPAs, attorneys and other advisors working on their behalf. However, many times, these advisors fail to collaborate or work together on an ongoing basis to keep things progressing. It is our job to build and collaborate with the team around you and act as quarterback on your behalf to achieve your long term goals. We ask the questions, push the issues and uncover creative and unique strategies for complex matters.
WHO WE SERVE
FAMILY OFFICE
Family CFO
Business Owner
Emerging affluent
OUR SERVICES
Investment Management
Retirement Planning
Insurance Planning
Banking & Cash Management
business succession planning
estate & philanthropic strategies
tax & Accounting services
education planning
family meeting facilitating
MEET OUR TEAM
With five CFPs®, three CPAs, a CFA and a J.D. all in your corner, our team’s collective experience, skills, and expertise is tied together by a common passion for your success as we develop and oversee a plan that is as unique as your family.
Nationwide Presence
The Diederich Simmons Team of advisors based in St. Louis, Kansas City and Minneapolis serve clients throughout the United States. Our team of professionals take great pride in building meaningful, long lasting relationships with clients regardless of location. Through travel, firm locations in St. Louis, Denver, and Kansas City, and utilization of technology, our team currently serves clients in the 25 states highlighted below.
MARKET COMMENTARY
$23B Wealth Management Firm, Moneta, expands to Kansas City
Encouraged by a successful launch of its first expansion market last year in Denver, Moneta® is now launching its second expansion office in Kansas...
INVESTMENT REPORT: The Next Chapter and Suffering Some Whiplash
Aoifinn Devitt | Chief Investment Officer Second Quarter 2021 Five Considerations Impacting the Remainder of 2021 Vaccine Rates and Reopening: As...
Year-End Tax Planning Opportunities
With year-end quickly approaching, taxpayers still have a few weeks left to plan ahead with strategies that could provide meaningful tax savings. We...
CONTACT US TO LEARN MORE
314-244-3286
Visit Us
100 South Brentwood Blvd.
St. Louis, Missouri, 63105
1900 Shawnee Mission Pkwy, Suite 225 Mission Woods, Kansas, 66205
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