J.E. Simmons and Company helps owners take advantage of business ownership through financial planning, investment management, and tax planning.

About Our Clients

  • Leaders in dentistry, medicine, and other professional services

  • Managing multiple advisors across business and personal

  • Goal oriented with a desire to focus on your craft

Why do people choose J.E. Simmons & Company?

Financial Plans

Integrated Business
and Personal Advice

Experience with  High Stakes Decisions

Experience with
High Stakes Decisions

Cash Flow  Strategies for Owners

Cash Flow
Strategies for Owners

“Business owners deserve an advisor
that understands the full picture.”

— Jack Simmons, Founder and President

Puzzle Pieces

What We Do

Your One-Stop Shop.
One meeting plus
three calls each year.

Puzzle Pieces
Jack and Kyle

Who We Are

Advisors & Accountants

How it Works

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Your Current Advisors
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Our Approach

We can help bring clarity to confusion.
We can change anxiety into confidence.
We can turn lost opportunities into new options.

Read Our Blog

We just got back from the AICPA (largest CPA membership group) national conference in Las Vegas. The yearly gathering of top-notch speakers and educators at the AICPA national conference in Las Vegas...

Discover the benefits of Health Savings Accounts (HSAs) and how you can use them to reduce your taxes paid.

QuickBooks Online is constantly changing and adding new features to improve the accounting process. Explore these features in QuickBooks Online to improve your financial accuracy and reduce your...

Exploring the impact of Federal Reserve actions on interest rates and the future outlook for consumers, borrowers, and investors.

As an investor, you may have heard of private market investments and wondered what they are and how they differ from the public markets. By their nature, private market investments are harder to...

2023 has been a complicated year for investors. We highlight five themes we see from the data and key principles long-term investors should keep in mind.