J.E. Simmons and Company helps owners take advantage of business ownership through financial planning, investment management, and tax planning.
About Our Clients
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Leaders in dentistry, medicine, and other professional services
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Managing multiple advisors across business and personal
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Goal oriented with a desire to focus on your craft
Why do people choose J.E. Simmons & Company?

Integrated Business
and Personal Advice

Experience with
High Stakes Decisions

Cash Flow
Strategies for Owners
“Business owners deserve an advisor
that understands the full picture.”
— Jack Simmons, Founder and President


Who We Are
Independent
Fiduciary
Fee-Only
Advisors & Accountants
How it Works

Your Current Advisors

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
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.
Fortify Your Financial Future: Essential Cybersecurity Practices for the Digital Age In our increasingly interconnected world, safeguarding your financial information is more critical than ever. As a...