Simon Quick Celebrating 20 Years of Service

By: Mireille Keshishian

Simon Quick is proud to announce a significant milestone in our journey—20 years of providing exceptional financial planning and investment services. What began around our founding partner's dinner table in September of 2004, has grown into a robust team of over 80 professionals across six office locations servicing clients from over 30 states nationwide.

Established with a vision to set the standard for trust in our industry, Simon Quick is dedicated to delivering personalized financial planning and investment management to the high-net-worth community. As we celebrate this milestone, we reflect on our journey of growth, achievements, and enduring relationships. And we’re reminded of our commitment to our mission of providing our clients with the freedom to pursue what matters most to them.

Simon Quick was originally established with a focus on investment consulting, but over the years, has expanded and enriched our offerings to encompass sophisticated financial planning and customizable family office services. As we look to the future, we are enthusiastic about our growth trajectory and remain dedicated to expanding thoughtfully while consistently delivering unmatched service to our clients.

Join us in celebrating 20 years of Simon Quick—a journey marked by integrity and a steadfast commitment to our clients' financial success. Here’s to 20 years of partnership and prosperity, and to many more ahead!

Follow our journey and join the celebration on our social media platforms: LinkedIn, Facebook, Instagram, Twitter.

Thank you for being a valued part of our story. Together, we look forward to a future filled with continued growth and success.