Our CEO, Roey Diefendorf is known as a pioneer in the total wealth management arena.  His 3 dimensional approach to wealth has helped individuals and families, as well as financial advisors globally.  Our Certified 3 Dimensional Wealth Practitioners (C3DWP) will guide you and your family through our unique wealth management process both now and in the future.  It is our goal to be the most significant advisor you will ever have - bar none.

We lead responsible adults from lives of success into lives of significance by capturing, enhancing, protecting and perpetuating their 3 Dimensional Wealth for their families.

Diefendorf Capital Planning Associates is a family of financial service companies since 1875.  3D Wealth Family Office Services is the natural evolution of services for one's family.