Financial, investment, business, and tax advice for high-earning business owners.

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

Tax Strategies Designed For Owners

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Industries we Serve

Dentistry
Medicine
Professional Services
Industrial

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

— Jack Simmons, Founder and President

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What We Do

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

Puzzle Pieces
Jack and Kyle

Who We Are

Independent
Fiduciary
Fee-Only
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

Buying into the practice comes with tax benefits. We explore the five common tax breaks new owners receive when purchasing a practice and use example numbers from a real purchase.

High-earning practice and business owners often face hidden tax traps—what we call “tax torpedoes.” These “torpedoes” often strike whenever income crosses certain thresholds, which can suddenly...

The signature Republican mega legislation has a very appropriate nomenclature, as it combines taxing and spending across a broad range of issues. While the ultimate cost of the bill and the political...

Let’s walk through the fundamentals of a financial plan for a new dentist

Let’s face it. Saving money is HARD. I talk about the emotional journey and mathematics behind saving for your goals.

I would like to touch on the recent market fluctuations and explore strategies for maintaining a composed and thoughtful reaction.