Our DCPA Heritage
Diefendorf Capital Planning Associates revolves around the family, from our Family of Financial Service Companies to the creation of our 3 Dimensional Wealth Counseling Centers.
Our goal is to strengthen families, not just by addressing their financial wealth, but by looking at their "total" wealth, including their personal and social wealth - their "3 Dimensional Wealth."
For over 130 years, our family has a rich heritage as industry leaders. Founded by Warren T. Diefendorf in 1875, the legacy had been maintained by Warren E. Diefendorf, Monroe M. Diefendorf, Sr. and now Monroe M. Diefendorf, Jr.
The Diefendorf Family
Circa 1900
Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding opportunities. They also take unnecessary risks and fail to adequately protect their assets.That`s where Diefendorf Capital Planning Associates can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. With the advent of the World Wide Web, information can now easily be attained. However, we believe that information is not enough. Knowledge is not enough. We believe that people are seeking to have an advisory team with wisdom. While we employ all of the sophisticated systems to provide a thorough analysis of your situation, our relationship with you, the client, is more important than any process we employ to help preserve and grow your wealth. We hope to establish long and trusted relationships with our clients on to the next generation.
 Honors & Awards
In recent years we have established four awards to be given to our associates. The "Warren T. Diefendorf Founders Award" is given to the associate who exemplifies the core values and beliefs established by the founder. Inscribed on the crystal award are the words, "Be Worthy of Your Heritage." The recipients of this award are;
2001 - Thomas C. Palumbo
2002 - Kenneth K. Dillenbeck, Jr. 2003 - Walter J. Orlowski
2004 - David J. Taylor 2005 - David J. Taylor
2006 - David J. Taylor
2007 - David H. Yoder
2008 -
The "Peter A. Patrissi Service Award" is given to the associate that best emulates the dedicated service provided for 32 years by Peter. Inscribed on this crystal award are the words, "Only will I achieve greatness if I serve others." The recipients of this award are:
2001 - Peter A. Patrissi
2002 - Demetri N. Doumas 2003 - David J. Taylor 2004 - Priscilla More 2005 - Deonna Toffetti
2006 - Caitlin Taylor
2007 - Steven M. Howe
2008 -
The " Mechling Cup" is awarded to the associate whose sales efforts have been the leading contributor to the organization.
2007 - Shane P. Snively
2008 -
In 2004, the "Monroe M. Diefendorf, Sr. Servant Leadership Award" was created is honor of "Dief" for his 38 years of servant leadership in the organization. An original bronze casted eagle with a wingspan of over 3 feet and signed by the artist, Jules Moigniez is prominently displayed in our Family Values Conference in our Locust Valley office. This award will be granted in future years to associates who emulate Dief's unique style of leadership.
2005 - Demetri N. Doumas
2007 - Demetri N. Doumas
2008 - Demetri N. Doumas
The Fleet Bank Small Business Leadership Award was awarded to Roey Diefendorf as president of Condolidated Portfolio Review Corp. for "Significant Revenue Growth." Ten winners were selected from over 1000 nominees nationwide.
Call for a free consultation
1-877-3D-Wealth.
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