
Third Quarter Investment Report – 2025
October 10, 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...
Steven Diederich, a Partner at Moneta, is dedicated to serving his clients’ best interests with care and expertise. Respected for his trusted advisory role among successful families, Steven excels at providing comprehensive financial planning and family office services to clients across the United States.
Steven specializes in serving entrepreneurs, business owners, multi-generational families and emerging affluent to simplify complex matters and navigate the ever-changing future. Steven has extensive experience finding creative solutions in tax, business, and estate matters that make a meaningful difference in real time and across generations.
As a CERTIFIED FINANCIAL PLANNER®, Steven brings a wealth of knowledge to his practice, backed by both Bachelor and Master’s degrees in Accounting from the University of Kansas.
Steven resides in Kansas City with his wife and three sons. Outside of Moneta, Steven is a passionate husband, father, friend, and golfer.
Education & Professional Development:
Awards
Dive into the latest insights from our expert team with our personal touch.
October 10, 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...
October 7, 2025
Quarterly Letter “To swim a fast 100 meters, it’s better to swim with the tide than to wor...
July 17, 2025
Quarterly Letter “Anyone who lives within their means suffers from a lack of imagination.”  ...
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