A partnership beyond the numbers, we work for your goals, your needs, your priorities
Who We Are
Families, business owners, professionals, academics, athletes, institutions, old and new generations of investors all find what they need at Sims & Company.
Whether you drive industry, create societal change, shape our country, or work to safeguard your mom’s comfortable retirement, our services are a fit for you. Personal goals, lifestyles and risk tolerance will differ, but taking care of financial well-being and enabling folks to pursue their passions and inspire others, is always where we start and end.
Entrepreneurs take calculated risks, embrace uncertainty and pivot at a moment’s notice. We can take the risk out of accounting and tax planning with strategic advice to help you reach your business targets.