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We’ll care for your financial well-being

Giving You the Freedom to Pursue What Matters

Find Your Freedom

Personalized Wealth Management

For Those Focused on Their Family, Their Future & Their Legacy.

Proud to be featured in

Barron's 2023 Top 100 RIA Firms

Client Centric Advice

Developing highly customized financial and investment solutions in close coordination with you.

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No Hidden Agenda

As fee-only advisors, there are no commissions to be made or products to be pushed. Just honest, unbiased advice for the sake of protecting your financial future.

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Decade of Insights

With a large team spread across the United States, we’re an RIA with an extensive collection of designations, education levels and experience helping clients like you.

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Fiduciary Management

Our fiduciary duty is to act in your best interest - a responsibility we take to heart in everything we do.

We offer holistic financial planning solutions for affluent families, business owners and executives.

Our CERTIFIED FINANCIAL PLANNER™ professionals work with you to create a financial plan that is built around your needs, risk tolerances, and tax situation. Our in-house investment research team conducts extensive due diligence on the investment solutions we recommend, providing our clients with access to distinctive investment opportunities.

See Our Solutions
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“When I started looking for a financial advisor I was already working with an investment broker, an accountant, and a trust and estates attorney, but no one was looking at my entire financial picture holistically. The Simon Quick team had the knowledge, experience, and the technology to help me view everything in one place. Today I can focus my energy on growing my business, knowing that the team at Simon Quick is monitoring my personal assets.”

Joe S. CEO of a private company

“When you are part of a dual-working couple, have kids, and stimulating careers, the thing that falls apart is the organization of it all. Working with the Simon Quick team has made us so much more proactive because we don’t have to find the time to research mortgage rates or find an attorney – the team takes care of it. They’ve created cost saving advantages and efficiency for two busy people who don’t have time to navigate the details.”

Katie P. CIO of a Family Office

“When I sold my company I recognized that I needed more expert advice than my current advisor could provide. Since I began working with Simon Quick I’ve felt more secure, and have had fewer worries. I like the team approach, if my advisor isn’t available someone else on the team gets back to me very quickly.”

Jim T. President of a Private Company

Please Note: Limitations. The above testimonial is from an actual Simon Quick client. No compensation was paid or offered by Simon Quick to the client. Keeping in mind that no two clients’ situations or experiences are exactly alike, the above should not be construed as an endorsement of Simon Quick by any of its other past or current clients, nor any assurance that Simon Quick may be able to help any client achieve the same satisfactory results or experience. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Simon Quick is engaged, or continues to be engaged, to provide investment advisory services.

As Seen In

*Please Note: Limitations. Neither publications in, or acknowledgments by, any type of media should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Simon Quick  is engaged, or continues to be engaged, to provide investment advisory services. No such publication should be construed as a current or past endorsement of Simon Quick by any of its clients.