As 2025 comes to a close, we’re taking time to reflect on a year marked by growth, connection, and moments that brought our community closer together. From expanding our firm and welcoming new teams to deepening long-standing relationships and celebrating important milestones, 2025 was defined by meaningful progress. We’re deeply grateful for the trust of our clients, team, and community.
A Year of Growth
This year marked another exciting chapter for Simon Quick, as we continued to expand our reach and enhance our client experience.
Firm Growth
With our dedication to personalized advice and long-term family relationships, we strengthened our national footprint and deepened our client partnerships. We now support 685 households, with $10.6 billion in Assets under Advisement and $8.4 billion in Assets under Management.*
We’re especially proud of our 1:27 advisor-to-client ratio, which empowers us to provide the customized, high-touch service our clients deserve.
*Data as of 9/30/2025
Strategic Expansion
This year, we expanded our reach through several meaningful additions. We welcomed Proquility Private Wealth Partners, strengthening their team with the resources, support, and tools to further enhance the service they deliver to their clients. We also expanded into Texas with a new advisory team in Dallas, bringing experience in business exit planning, along with strong local market knowledge and a shared commitment to thoughtful, high-touch advice in a dynamic and growing region.
We also welcomed Benjamin F. Renzo, Esq., as Managing Director and Head of Family Office. With more than 25 years of experience in estate planning and wealth structuring, Ben brings valuable experience that elevates our Family Office offering.
The Launch of WealthMetrx™: Turning Data into Meaningful Insight
This year, we introduced WealthMetrx™, our proprietary tax-benchmarking service designed to provide clients with clearer insight into their tax efficiency and planning outcomes relative to comparable households. By turning complex data into a meaningful perspective, WealthMetrx helps support more informed and confident decision-making. Learn more here.
Client & Community Connections
Building and deepening relationships remains central to everything we do. This year, our team hosted and participated in a range of memorable events across the country.
15th Annual Charitable Golf Outing
This year’s Annual Charitable Golf Outing brought our community together in support of Working in Support of Education (W!se), and raised over $70,000 to support financial literacy programs for students across the U.S. Since the inception of our annual golf outing, we’ve raised over $930,000 for causes that strengthen our communities.
CSA Volunteer Time Off (VTO) Day
As part of our firmwide Volunteer Time Off program, our Client Service Associates spent a day supporting preservation efforts at the Frelinghuysen Arboretum. The team also participated in a second VTO day with Table of Hope, helping pack food for families in need.
Photographed from left to right: Frelinghuysen Arboretum VTO Day and Table of Hope VTO Day.
Verizon 5K & Community Activities
Our team was proud to participate in the 2025 Verizon 5K alongside a variety of charitable initiatives throughout the year. From fundraising events to hands-on volunteer efforts, these moments reflect our shared commitment to giving back and supporting causes that matter to our clients, colleagues, and local communities.
Photographed from left to right: Verizon 5K, JPM 5K, Women@SQ Holiday Toy Drive, 2025 Bonnie Brae 39th Annual Tartan Ball, NJPAC Luncheon.
Leadership in Action
This year, our team represented Simon Quick at several key industry conferences and speaking engagements, sharing insights and strengthening our position as thought leaders in the wealth management space.
Photographed from left to right: Barron’s Advisor Independent Summit, NICSA Panel Discussion, Fidelity Inside Track, Barron’s Advisor Women’s Summit, Thomas P. Morr, CFP®, Managing Partner/ Head of Client Team, Client Advisor, joined the Siena College Board of Trustees
Client Team Summit
Our Client Team Summit brought all departments within the Client Team together from across the country to connect, share ideas, and strengthen relationships. It continues to be a meaningful reminder that our growth is driven by the depth of our people.
Simon Quick Leadership Academy (SQLA)
We celebrated the completion of the first cohort of the Simon Quick Leadership Academy, an 18-month program dedicated to developing future leaders across the firm. Investing in our people remains central to building a strong future for Simon Quick.
Our team’s active involvement in these forums reflects our commitment to innovation, collaboration, and continuous improvement.
Awards and Surveys
We’re honored to be recognized by many esteemed publications this year, such as Barron’s Advisor Top 100 RIA Firms, Forbes Magazine America’s Top RIA Firms, and more. Thank you to our clients, team, and friends for their continued trust and support, and we look forward to a new year filled with new opportunities.
Full ranking disclosures can be found here.
New Talent at Simon Quick
As we continue to grow, expanding our team remains essential to delivering the highest level of service, expertise, and technology to our clients. While our growth has been significant, we remain thoughtful and intentional in adding talent that strengthens our firm. This year, we’re proud to have welcomed 25 new professionals across departments.
We were proud to welcome 7 advisors to the firm this year:
- McClain Bishop
- Andy Ferguson CFP®, ChFC®, CIMA®
- Ryan Moffett, CFP®, CIMA®
- Nate Ohlinger, CFP®, AEP®
- Benjamin F. Renzo, Esq.
- Shei Unger, CFP®, CEPA®
- Patty Yeager, CFP®, MBA, AWMA®
We also welcomed new colleagues across various departments, strengthening our capabilities firmwide:
Professional Development
We’re proud to recognize the professional achievements our team members accomplished this year, reflecting continued dedication to professional growth.
- Jordan Maly earned his CFP® designation.
- Patty Yeager earned her CFP® designation.
- Adam Talmadge earned his CFP® designation.
This Year’s Top 5 Most Viewed Blogs
- Welcoming Proquility Private Wealth Partners to Simon Quick Advisors
- Welcoming a New Advisory Team in Dallas, Texas
- How Diversification Can Help You Manage Market Volatility and Maximize Returns
- Longtime Partner at Simon Quick Advisors Steps into New Role as Corporate Development Officer
- 2025 Q1 Market Update
Life at Simon Quick
While we work hard, we also make sure to have fun and foster a strong, connected culture. From friendly competition to wellness initiatives, 2025 was filled with opportunities to connect and celebrate our team spirit.
Photographed from left to right: Team-Building Golf Simulator Day, Wine Education Night, Women’s Paint & Sip Night, Wellness Month Walk, Las Vegas Trip with our Proquility colleagues.
These events continue to strengthen our bonds and remind us of the people-first culture that makes Simon Quick special.
Celebrating Our People
We’re proud to celebrate the personal milestones and meaningful life events our team experienced this year.
Engagements & Marriages
Growing Families
These moments remind us that our greatest achievements often happen beyond the office, and we’re thrilled to share in our team’s joy.
Looking Ahead
As we close out 2025, we are filled with gratitude for our clients, team, and community who make our success possible. This year has been a testament to our shared values, growth, collaboration, and community, and we look forward to carrying that momentum into 2026.
Thank you for being part of the Simon Quick story. We’re excited to continue building on this momentum and shaping the year ahead together.
Disclaimer
This information is for general and educational purposes only. You should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from Simon Quick Advisors & Co., LLC (“Simon Quick”) nor should this be construed as an offer to sell or the solicitation of an offer to purchase an interest in a security or separate accounts of any type. Asset Allocation and diversifying asset classes may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Investing in Liquid and Illiquid Alternative Investments may not be suitable for all investors and involves a high degree of risk. Many Alternative Investments are highly illiquid, meaning that you may not be able to sell your investment when you wish. Risk of Alternative Investments can vary based on the underlying strategies used.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Simon Quick), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Simon Quick is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. If you are a Simon Quick client, please remember to contact Simon Quick, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services.
Simon Quick Advisors, LLC (Simon Quick) is an SEC registered investment adviser with a principal place of business in Morristown, NJ. Simon Quick may only transact business in states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. A copy of our written disclosure brochure discussing our advisory services and fees is available upon request. References to Simon Quick Advisors as being “registered” does not imply a certain level of education or expertise.
This newsletter and the accompanying discussion include forward-looking statements. All statements that are not historical facts are forward-looking statements, including any statements that relate to future market conditions, results, operations, strategies or other future conditions or developments and any statements regarding objectives, opportunities, positioning or prospects. Forward-looking statements are necessarily based upon speculation, expectations, estimates and assumptions that are inherently unreliable and subject to significant business, economic and competitive uncertainties and contingencies. Forward-looking statements are not a promise or guaranty about future events.
Economic, index, and performance information herein has been obtained from various third party sources. While we believe the source to be accurate and reliable, Simon Quick has not independently verified the accuracy of information. In addition, Simon Quick makes no representations or warranties with respect to the accuracy, reliability, or utility of information obtained from third parties.
Historical performance results for investment indices and/or categories have been provided for general comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your account holdings correspond directly to any comparative indices or benchmark index, as comparative indices or benchmark index may be more or less volatile than your account holdings. You cannot invest directly in an index.
Indices included in this report are for purposes of comparing your returns to the returns on a broad-based index of securities most comparable to the types of securities held in your account(s). Although your account(s) invest in securities that are generally similar in type to the related indices, the particular issuers, industry segments, geographic regions, and weighting of investments in your account do not necessarily track the index. The indices assume reinvestment of dividends and do not reflect deduction of any fees or expenses.
Please note: Indices are frequently updated and the returns on any given day may differ from those presented in this document. Index data and other information contained herein is supplied from various sources and is believed to be accurate but Simon Quick has not independently verified the accuracy of this information.
