Why We’re Different

SIMA Wealth Partners > Why We’re Different

Why We’re Different

There is a critical thought process and a level of commitment here at SIMA that, in our experience, is rare in other settings. Our synergy and insightful 360° approach allows us to gain an intimate understanding of our clients’ unique affairs and address the challenges and opportunities facing our clients. We approach each client relationship separately and independently while acting as a trusted advisor, overseeing the various aspects of their financial well-being.


As an independent, fee only firm, we are not beholden to a specific platform or group of products. We have the luxury to think deeply and carefully about our clients’ needs and provide objective financial counsel as an integrated function of our clients’ overall financial condition. We are advocates and stewards of our clients’ wealth and resources and our allegiance is undivided.

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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