3 Dimensional Wealth Advisory, LLC

Financial ServicesNew York, United States11-50 Employees

3 Dimensional Wealth Advisory, LLC is a financial services firm based in Locust Valley, New York. It pursues a Total Wealth approach that broadens traditional wealth concepts to include personal and social capital in financial planning. The firm operates with a small professional staff and uses a values-based framework to help families create, preserve, and pass on their values and valuables across generations.

Historically, the company traces its lineage to Diefendorf Capital Planning Associates and rebranded in February 2014 when CEO Roey Diefendorf removed the family name after 139 years of operation. The firm positions itself within the financial services industry as a long-term, heirs-focused planner, emphasizing the stewardship of multiple dimensions of wealth.

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