Fee-only fiduciary
Your CPA and your financial planner should be the same phone call
Comprehensive advice for dental practice and B2B service firm owners.
Based in Dallas and serving owners nationwide
Firm snapshot as of January 2026
- $200M
- Client assets under management
- 60
- Families served
- 37
- Years since founding
Who we serve
Two specialties. One integrated team.
Dental Practices
Practice growth, sales, and partnership transitions, coordinated with your personal plan.Learn more about dental practices
B2B Service Firms
Scaling for growth, managing costs, picking the right entity, and other challenges coordinated with your personal situation.Learn more about B2B service firmsClient reviews
What clients say
Long journey to retirement!
We began our journey in the early 90’s. We have had a great experience with Jack and his associates since. Of course the staff changed, but without exception we had a great relationship with all. Our children grew up and so did Jack’s. Now we have the honor to work with them!
The reviews shown are a selection and are not representative of the experience of all clients. Each reviewer is a current client of J.E. Simmons & Company, received no cash or non-cash compensation for the review, and has no known material conflict of interest with the firm. Reviews reflect each client's own experience and are not a guarantee of future results. Reviews are collected and published by Wealthtender, an independent third-party review platform. Read all of our reviews on our Wealthtender profile.
What we do
One advisory team. One coordinated plan.
We build the plan, run the projections, manage the portfolio, and help you navigate important decisions without handoffs.
- 01Personal Financial PlanningConnect business decisions and cash flow to personal goals.
- 02Tax Planning and PreparationProactive tax savings strategies throughout the year, not just filing at year-end.
- 03Portfolio ManagementTax-aware investment portfolios designed for long-term growth.
- 04Business ConsultingPractical action items and advice to address real problems owners confront.
Free guide
Does your money live in the right tax environments?
There are five tax environments that hold your cash, real estate, savings, and investments. Each one is taxed differently. A seven-page guide to explain each one and a tool to map your own.
Owners deserve an advisor who understands the full picture. We improve the lives of our clients by handling the financial complexity that comes with ownership.
Jack Simmons, CPA/PFS
Founder and President
See our processHonest fit
Is our firm the right fit for you?
Who we work best with
- Business owners with high income and complex tax and cash flow decisions
- Those seeking coordinated financial planning, tax, and investments from one firm
- Clients who value a fee-only fiduciary advisory relationship with an ongoing relationship model
Who we’re not a fit for
- Those seeking one-off advice or product-based commissions
- Owners whose main priority is the lowest fee
- Those not seeking proactive, long term guidance
Bringing together the expertise that owners need
Our team
Independent, fiduciary, and fee-only advisors and accountants
CPAs and CFP® professionals on one team.
Meet the team
How we work
You don’t need to be in Dallas to work with us.
We set aside a single day each year to go through the whole picture with you. We talk about the next five to ten years, strategies to manage taxes, your savings, and the business.
See our processQuestions
Frequently asked questions
How much does it cost?
I already have a CPA. Do I have to move my tax work to you?
Can you just manage my investments?
Do my accounts have to move?
How long does the process take?
How often will we meet?
Ready to get started?
Fifteen minutes tells us both whether there is a fit.
No preparation needed. We'll see how we can help and outline next steps.
Fee-only and fiduciary. We are paid by our clients, not by product sponsors. No commissions and no product sales. Client assets are held in custody at Charles Schwab.