Boutique Firm Attention

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.

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.