
Monthly Recap – January 2025
February 10, 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...
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:
Awards
Dive into the latest insights from our expert team with our personal touch.
February 10, 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...
February 7, 2025
Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yours...
February 4, 2025
Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January repr...