Teams
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As Family CFO for successful families, executives and business owners, we provide cohesive advice and customized solutions for all financial matters. We are a highly dedicated service team with diverse educations, backgrounds, and professional experiences…
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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) nine years standing for their combination of quality…
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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…
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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…
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The latest
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One trusted relationship to manage a lifetime of assets. Moneta Trust ensures that the long hours we have worked with you to clarify your goals are carried through when it matters most. Our wholistic relationship…
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We are financial advisors for life’s big decisions. No matter what stage you’re in on your wealth journey, we go to extraordinary lengths to build a better, closer relationship with you. That means that you…
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From private equity to private foundations, we offer wealthy families access to a wide range of specialized expertise—all under one roof. Moneta is the premier choice for ultra-high net worth clients who require the dedicated…
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What We Do Family Office Family CFO Fiduciary Estate Management
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Our team approach ensures we are always prepared to help you navigate your unique life’s path as we leverage our collective skills and expertise for your success. Our team is multigenerational because our client relationships are multigenerational. We proudly…
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Tim & Kelly Tim and Kelly are married with three kids. Kelly is a successful sales representative for a private company. She has several private stock benefits at her company, including an employee stock ownership…
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Joe & Susan Joe is the CEO of a successful business in the local area. He started the business 25 years ago and profits have increased substantially over the years. Joe’s son, Mark, is involved…
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Alex & Sarah Alex is a surgeon at a large hospital and Sarah is an anesthesiologist for a private medical group. They have two children. Alex has just been offered a new contract and a…
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Services Our advisors help individuals with the specific planning considerations unique to someone with stock compensation, in addition to the general financial planning that applies to all clients: NUA Planning Stock Option Planning Cash Flow…
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Services for Business Owners Our advisors help business owners protect their interest in the business, diversify their wealth outside of the business, and create a long-term transition plan in the event they decide to retire. Some…
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Services for Physicians Our advisors help physicians with the specific planning considerations unique to someone practicing medicine, in addition to the general financial planning that applies to all clients: Retirement Savings Plan Estate Planning Contract…
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You can have both the personalized attention you deserve and be backed by a large firm’s resources and security. We aren’t a machine where one plan fits all. Our methods are personal, customized, and based…
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