Roey Diefendorf: Preserving Values for His Family & His Clients

Monroe “Roey” Diefendorf, Jr. is the fourth generation in his family to go into the financial services industry. As the founder of 3 Dimensional Wealth Advisory and of the Argonne Trust Company, Roey’s experience as a wealth advisor has convinced him that creating a lasting legacy is not just about passing on valuables. It requires passing on one’s values as well. In fact, this idea of passing down one’s combined personal, financial, and social wealth—or three-dimensional wealth— was his reason for re-engineering his family’s 140-year-old wealth management firm into the 3 Dimensional Wealth Advisory, as well as authoring more than a dozen books on the topic. “I believe that the family is the cornerstone of civilization, the building block of society. And the farther we have gotten away from this starting place, the more breakdowns there have been in the family structure,” Roey said. “In my opinion, this requires an emphasis be placed back on the family unit. The family must become front and center, impacting multigenerations. How is this done? By preserving the stories, creating the traditions, and capturing memories that provide the roots needed for stability of individuals and families alike.”

But when it comes to capturing those memories, Roey has discovered that his clients need a roadmap to get started, which is why he partners with FamilyArc.

He believes our private archive platform and professional services teams are the resources his clients need to begin preserving what matters most. “FamilyArc is part of the deliverable when completing a 3 Dimensional Wealth Plan. It’s the framework that we will use to keep together the ‘total’ wealth [my clients] have put together,” Roey said. “Somehow FamilyArc has amassed a team of pros. Before you think it, they already have your answer.” Roey believes wealth advisors should lead by example, so he began his own archive before offering FamilyArc’s platform and services to his clients. Together, we created a plan for preserving his values of generosity, service, and faith in a way that his family can build on for years to come.