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

About Our Clients

  • Business 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

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

A simple list of year-end tax planning strategies to consider before 2022

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.

The latest updates on the American Families Plan proposal released by Congress on September 13, 2021

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.