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Steven Diederich

Partner

CFP®

Steven Diederich, a Partner at Moneta, is dedicated to serving his clients’ best interests with care and expertise. Respected for his trusted advisory role among successful families, Steven excels at providing comprehensive financial planning and family office services to clients across the United States.

Steven specializes in serving entrepreneurs, business owners, multi-generational families and emerging affluent to simplify complex matters and navigate the ever-changing future. Steven has extensive experience finding creative solutions in tax, business, and estate matters that make a meaningful difference in real time and across generations.

As a CERTIFIED FINANCIAL PLANNER®, Steven brings a wealth of knowledge to his practice, backed by both Bachelor and Master’s degrees in Accounting from the University of Kansas.

Steven resides in Kansas City with his wife and three sons. Outside of Moneta, Steven is a passionate husband, father, friend, and golfer.

Education & Professional Development:

  • B.S., Accounting, University of Kansas
  • M.S., Accounting, University of Kansas
  • CERTIFIED FINANCIAL PLANNER®

Awards

  • Ingrams Magazine 40 Under 40 Recipient

A WEALTH OF INFORMATION

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