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The DIEDERICH SIMMONS PEREZ Team

Top Advisors for Business Owners & Their Families

We know that the needs of business owners are unique. We challenge the status quo in developing unique solutions.
We secure the now, plan for the future, and help you achieve the legacy you imagine.  

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Our Mission

We empower people to navigate life’s path and protect
what they cherish.

Our Services

We are your advocates and trusted partners. We help you develop a bespoke plan that addresses every aspect of your financial life–at work and home. We operate as the central point of contact to implement your plan with your team of advisors, CPAs and attorneys working on your behalf. We ensure that all of your specialists communicate seamlessly. We know the importance of communication, governance and decision making – and we’re here to be an advocate and resource every step of the way.

Family Leadership, Governance, & Education

We help facilitate effective communication, shared understanding, and efficient collaboration for business owners and their families.

Succession Planning

We prepare you for big milestones and help guide the next generation to become stewards of your wealth.

Advanced Estate Planning

We make the right moves now and coordinate with the right suite of professionals to prepare you for the future and help you share your wealth with the people who matter the most.

Charitable Planning

We help you share your wealth with the community and causes that are important to you.

We help you share your wealth with the community and causes that are important to you.

Public & Private Investment Management

We provide access to unique private investments opportunities and counsel that makes sense for you.

Serving Clients Coast to Coast

Our reach spans across the country, but we remain rooted in a Midwestern mindset. We are driven, determined and down-to-earth–our values guide our relationships. We lead the process for clients, developing creative solutions, following up and following through. We build meaningful, long-lasting client relationships regardless of location. Currently serving clients in 25 states, wherever you need us, we will meet you there.

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Multi-Gen Perspective

As a multi-generational team, we deeply understand how to transition, sustain and grow financial prosperity for current and future generations. Our financial planning takes a long-term view. Our guidance is rooted in sustainability and continuity. We understand the perseverance and heart it takes to run your business. Our priority is helping you build and sustain financial prosperity for current and future generations.

A Wealth of Information

DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.

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