Our Services

SIMA Wealth Partners > Our Services
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Services & Fees Overview

Our personal approach and goals-oriented planning recommends that all wealth management clients initiate an engagement with comprehensive wealth planning. We believe that the greatest investment outcomes are positively influenced by a genuine partnership, a commitment to objectivity and adherence to the highest ethical standards, which is why we are a fee-only, independent registered investment advisory firm.  We are not beholden to a specific platform or group of investment solutions.  We have the luxury and the fiduciary responsibility to think deeply and carefully analyze our clients’ needs to provide objective financial counsel.

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Comprehensive Wealth Planning

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Investment Management

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Family Office Services

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Corporate Retirement Plan

services

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

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

Learn About SIMA
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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.

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