SIMA Financial Group

Richmond Financial Services Firm

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One Team For All Of Your Goals

At SIMA Financial Group, our team works together to help you achieve success, providing a unified and goal-oriented solution under one roof.

Success Starts Here

35+ Years In Business

32 Experienced Professionals

1,000+ Happy Clients

6 Financial Solutions

150+ Clients With Multiple Solutions

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Who We Are

Founded in 1985 by Mark Jones, SIMA Financial Group began as a humble accounting firm and has grown into a full-spectrum financial services and consulting firm.

Our mission is to help individuals and businesses achieve financial success through comprehensive strategies and solutions. We believe in excellence, integrity, and the power of collaboration.

See What Makes Us Different

Our Solutions

Accounting

Benefits

Payroll

Retirement

Technology

Wealth
Planning

View All Solutions

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Who We Are

Our diverse team of skilled professionals is the key to our clients’ success. Our experts specialize in multiple industries, including Accounting, Benefits, Payroll, Retirement, Technology, and Wealth.

This wide range of expertise allows us to offer comprehensive, tailored solutions that address all aspects of your financial needs.

Meet The Team

Yi Mao, AIF

Tina Liesfeld

Will Tyler

Emma Reidy

Kelly Davis

Chris Capehart

Bryan Killian

Curtis Smotrys

Kara Schnarrs

Sierra Braxton-Sears

Chris Sill

Alex Garrett

Jaclyn Fackler

Liz Kelly

Bob Jones

Disclosure *

SIMA Wealth Partners, LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC), and only transacts business in states where it is properly notice filed, or is excluded or exempted from such requirements. SEC registration does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

SIMA Wealth Partners, LLC is affiliated with SIMA Retirement Solutions, LLC, a registered investment adviser. Certain individuals associated with SIMA Wealth Partners, LLC are also associated with SIMA Retirement Solutions, LLC.

Let's Achieve Your Goals Together

Ready to take the next step toward financial success? Contact SIMA Financial Group to learn more about our comprehensive services or request a consultation with our experts.

Get In Touch