Helping You to Pursue Your Financial Goals.
At Diener Money Management, our goal is to help make it possible for our clients to pursue their life dreams.
Looking for help? Schedule an Appointment Today
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Seth J. Diener | Private Wealth Managerk
Helping You to Pursue Your Financial Goals.
At Diener Money Management, our goal is to help make it possible for our clients to pursue their life dreams.
Seth J. Diener | Private Wealth Manager
A Comprehensive Financial Plan – Unique to You
We believe our clients deserve the right to pursue their life dreams, regardless of the stage of their life or their financial situation. Because of this, our mission is to make a positive difference in the lives of our clients through demonstrating honesty, integrity and respect. We believe that success in aiming towards important financial goals starts with a clear understanding of you.
It’s important to recognize that selecting a financial advisor is an important decision – one that should be taken seriously and with careful deliberation. We also respect that having trust and confidence in your advisor is fundamental to managing your finances.
What We Offer or Have Access To
Investment Products
Personally Managed Portfolios
Stocks, Bonds & ETF’s
Individual Retirement Accounts (IRAs, Roth IRAs)
Mutual Funds
Business Retirement Plans (401K, SEP, SIMPLE)
Fixed, Index and Variable Annuities
Life, Disability and Long-Term Care Insurance
Brokerage CDs
College Savings Plans- 529 Plans
What We Offer or Have Access To
Investment Products
Personally Managed Portfolios
Stocks, Bonds & ETF’s
Individual Retirement Accounts (IRAs, Roth IRAs)
Mutual Funds
Business Retirement Plans (401K, SEP, SIMPLE)
Fixed, Index and Variable Annuities
Life, Disability and Long-Term Care Insurance
Brokerage CDs
College Savings Plans- 529 Plans
Tips & Resources
Recent helpful financial articles on retirement, planning and more.
"Bottom line, we believe tactical investors should be maintaining their multi-asset allocations at or near benchmark levels with an emphasis on diversification."
Latest commentary from LPL here:
Wading Through Financial Stability Risks: An Action Plan
dienermoney.com
The Federal Reserve (Fed) has a history of raising short-term interest rates until something “breaks.” Considering the Fed has raised rates from a near-zero level to 4.75% (upper bound) over the c...This feedback is a true testament to the hard work and effort that we put in and it's an honor to be recognized for it. We are so grateful to have had the opportunity to work with you and assist you in pursuing your financial goals Andrew! #TestimonialTuesday
True that!
Here’s a motivating story from one of the toughest and nicest guys we have the privilege to work with.
Our client and friend Rodger Dougherty's wife Linda suddenly passed away in the Summer of 2012.
Like many, he took it very hard. Rodger loved her dearly and relied on her for so much. But bravely, with a little guidance, he made the decision to reinvent himself.
He put the family house up for sale in 2017 and used the proceeds to secure a spot at a Senior Retirement Community in Southampton, which had a tremendous impact on expanding and renewing his social life.
That was just over five years ago, and Rodger has been living his life to the fullest ever since.
✅He just recently got back from a European Tour of three countries, Switzerland, Austria and Germany.
✅He has traveled the country attending baseball games at many of MLBs iconic stadiums!
✅He routinely travels to spring training in Clearwater, Florida to root on his favorite team, the Phillies (he’s extremely bullish on them this year by the way).
Rodger has fully embraced retirement, and is willing to share his experience living in a senior living facility with others.
His key message? “Keep on dreaming and growing, no matter what life throws at us.” #FlourishFormula
I would just to add that whatever I have done, I could not have done without the love and support of my family. I have a wonderful family!!
Way to go pops!!!!
So happy for him he’s such a nice person. Thanks for sharing 😍
What a great story. Congratulations Roger, keeping dreaming !!!
Great story! Keep having fun and enjoying life, Roger!
So so proud of you!!! ❤️❤️
Good work Poppa Doc!
So inspiring!
How prepared are you for retirement?
www.library-messages.com
This checklist can give you a quick snapshot of how prepared you are.Is money the goal, or the tool? When we look at more money as the ultimate goal, we will never feel satisfied that we have enough. However, when viewed as a means to an end, we realize that we can afford anything. #WisdomWednesday
Education and guidance are a key part of our process - thanks for the feedback! #TestimonialTuesday
You people are the best 🇺🇸👍