The DIEDERICH SIMMONS PEREZ Team
Big Firm Resources
Boutique Firm Attention
Our Strengths Are Your Advantage
The Diederich Simmons Perez team is part of Moneta, ranked by Barron’s nationally as a Top 10 fee-only Registered Investment Advisor (RIA) five years standing for their combination of quality and scale from 2017 – 21. We have the big-firm advantage of being backed by substantial resources with Moneta’s 400+ employees and $27 billion in Assets Under Management (AUM), but are structured in 25 teams to ensure clients still receive the custom attention they need.
When you partner with the Diederich Simmons Perez team, we create and execute a long-term, holistic plan that addresses every aspect of your financial life. We secure the now, plan for the future and help you achieve the legacy you imagine. We know the importance of communication, governance and decision-making–and we’re here to be your advocate and resource every step of the way.
Fee-Only Fiduciaries
Like you, we value transparency in our relationships. We charge one flat, annual fee that is a percentage of your portfolio value. That’s it. We do not charge any additional fees or collect any from the investments we recommend to ensure our advice remains unbiased to our own bottom line and is focused wholly on yours.
Business Owner Mindset
We are 100% partner-owned. As business owners ourselves, we know the questions to ask to discover creative strategies for your complex challenges. We know the importance of communication, governance and decision making – and we’re here to be your advocate and resource every step of the way.
Highly Credentialed Resources
Our team of Certified Financial Planners®, CPAs, business and legal counselors work together to provide an objective and diversified perspective on solutions to the challenges you face. We operate as the central point of contact to ensure that your team of specialists’ expertise is leveraged to your advantage.
Multi-Generational
We build long-term relationships. Moneta is an industry leader in succession planning, not only for our clients but for our business as well. With additional Partners and Advisors, the Diederich Simmons Perez team is equipped to manage client relationships for generations to come.
Value-Driven
Our focus on doing the right thing attracts like minds. We are driven by the desire to do well and do good. Our Client relationships are a shared vision in action.
Key Collaborators
We take a holistic approach to planning for your family’s future and well-being. We know you, your priorities and your goals, and we focus our attention on the things that matter to you, your business and your family. Many high-net-worth individuals and entrepreneurs have a team of advisors, CPAs and attorneys working on their behalf. Our team serves as the hub among your advisors for your financial well-being. We ask the questions, push the issues and uncover creative strategies for complex matters.
