Simon Quick Advisors

Personalized Wealth Management

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

Client Centric Advice

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

People sitting in conference room talking

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.

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.

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

“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

Testimonials appearing on this website have been received by actual current clients of Simon Quick Advisors, LLC. All reflect the experiences of those that have used our services in some way or another. However, they are individual results and results may vary. We do not claim that they are typical results that our clients will or should expect to achieve. The testimonials are not necessarily representative of all of those who will use our services. No compensation has been paid to any client in exchange for the testimonials appearing on this website.

We’ll care for your financial well-being