J.E. Simmons and Company helps dentists take advantage of practice 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 Dentists

“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

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.

Just like the aroma of pumpkin spice lattes filling the air and the excitement of choosing Halloween costumes, this time of year is ideal for diving into year-end tax planning. These are my favorite...

Bringing an associate dentist into ownership can prove to be a challenging task for a practice owner. Practice owners are at a natural disadvantage because they are focused on patient care and...

Market volatility and uncertainty is spiking due to concern with the banking system and outlook for the economy and interest rates.

The SECURE Act 2.0 was passed in December of 2022 and contains roughly 100 changes to retirement provisions affecting RMDs, retirement plans, and education savings accounts. The changes in 2.0 are...