Who We Are

SIMA Wealth Partners > About Us > Who We Are

Who We Are

At SIMA, we have assembled an elite team of professionals, drawing upon resources from across our firm and beyond to capitalize on expertise and deliver truly insightful, dynamic counsel. As your financial quarterback, we bring together investment, business, financial planning, legal, and tax specialists to address your needs, answer your questions, and help guide your decision making.


As a SIMA client, you will have direct access to all of the members of your team, which is intended to ensure that expert counsel and attentiveness are delivered throughout every stage and within every aspect of your financial life so that you have the opportunity to achieve success today and realize it for generations to come.

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.

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