J.E. Simmons and Company helps owners take advantage of business 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 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

Imagine biting into a fried OREO® cookie - that crispy, sugary exterior giving way to the creamy center. Now, picture a tax strategy that's just as deliciously layered. Welcome to the world of...

We want to make you aware of an important new reporting requirement that may affect our clients who own or control businesses. The Corporate Transparency Act (CTA) is a complex and broad piece of...

Understanding the Basics of a 401(k) Plan A 401(k) plan is like planting seeds for a future harvest. Instead of spending all your money today, you set aside some to grow over time, setting yourself...

On July 31, 2024, the Federal Reserve (the Fed) chose to keep interest rates steady but hinted at potential cuts in the near future. This decision has important implications for investors, consumers,...

We just got back from the AICPA (largest CPA membership group) national conference in Las Vegas. The yearly gathering of top-notch speakers and educators at the AICPA national conference in Las Vegas...

Discover the benefits of Health Savings Accounts (HSAs) and how you can use them to reduce your taxes paid.