
Monthly Recap – May 2025
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
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.
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
May 20, 2025
An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...
May 19, 2025
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...