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The DIEDERICH SIMMONS PEREZ Team

Challenging the Status Quo

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What it Means to Work With Us

We are not bankers, brokers or salespeople. We are a family office for business owners and their families, a hub of your financial well-being, quarterbacking every challenge and finding winning solutions. Our team is comprised of talented and experienced advisors who have the pedigree and passion to serve your needs – no matter how complex. Our team of CFPs®, CPAs, CFAs and JDs is uniquely suited to help meet whatever needs your business and family have now or in the future. We leverage our collective expertise, skills and dedication to develop and execute a plan that is as unique as your business. 

Our business model is designed to specifically serve your interests:

Business Owners

As a boutique firm that is 100% partner-owned, we understand your needs as business owners because we are business owners ourselves.

Fee-Only

We are a fee-only Registered Investment Advisor (RIA). That means we never accept commissions; you can trust our recommendations put your best interest first.

Custom Family Office Team

We build a team around each of our clients that anticipates, identifies and solves issues with an exceptional attention to detail before they become problems.

See what else sets us apart

Meet our Team

A Wealth of Information

DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.

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