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The SIMA Difference

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Our Mission

our-history

Our History

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Our Companies

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Our Team

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Over 25 Years of Results

For 25 years, SIMA has been steadfastly committed to strengthening and enhancing the legacies of sophisticated business entrepreneurs and their families by providing financial practices to fortify business and accumulate wealth. Seamlessly integrating an extensive palette of custom offerings, qualified clientele benefit from unparalleled advisory, asset management, fiduciary and financial services, expertly tailored to meet the unique priorities and aspirations of those with whom we partner. Our team approach ensures expert counsel and attentiveness are delivered throughout every stage and within every aspect of our clients’ personal and professional lives so that success achieved today is realized for generations to come. SIMA Strength, like the architectural element from which our name is derived, is achieved through a multi-disciplinary methodology that capitalizes on continuity of care, expertise, and acumen honed through an intimate understanding of the challenges and opportunities facing business owners, a distinct commitment to the community we serve, and the belief that an exceptionally well-developed relationship can ultimately and significantly impact the landscape and the outlook of your business, wealth, and future.

"SIMA has simplified our administration in so many ways. We’ve eliminated so many headaches as business owners."

Andrea | Owner of a Technology Firm

"We have counted on SIMA from the very beginning and they continue to evolve to meet our needs. It’s truly a partnership."

Joe | Owner of a Customer Service Company

"I know I don't have to worry about maintaining compliance with SIMA behind me."

Sam | Owner of a Veterinary Practice

our-story

Our History

SIMA provides a full suite of financial services. SIMA features a boutique wealth management firm in addition to SIMA Financial Group, SIMA Accounting Group, SIMA Benefits Consulting Group, and SIMA Payroll Services.

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Our Services

SIMA offers a full suite of services for business owners and entrepreneurs, families, individuals, and family office principals. Our services provide our clients seamless, insightful, professional care and a uniquely personal experience.

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Our-Leadership

Our Leadership

SIMA was founded by managing partner Mark A. Jones. In 2012, Jennifer Monahan and Will Tyler joined Mark as partners. Together, Mark, Jennifer, and Will are responsible for the firm’s vision and strategic planning.

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