About Us

Who We Are

SIMA Wealth Partners is an elite team of professionals that brings your investments, business, financial planning, legal, and taxes together

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What We Do

Wealth Management is complex and we design a financial blueprint that is unique to you and that changes and grows along with your needs, goals, and aspirations

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Why We’re Different

Our synergy and 360° approach allows us to gain an intimate understanding of our clients’ unique affairs and address the challenges and opportunities facing our clients

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SIMA is headquartered in Richmond, VA and serves clients throughout the country


SIMA features a boutique wealth management firm in addition to SIMA Financial Group, SIMA Accounting Group, SIMA Benefits Consulting Group, and SIMA Payroll Services.

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Our personal approach and goals-oriented planning recommends that all wealth management clients initiate an engagement with comprehensive wealth planning.

Our Services