ABOUT US
Our team of industry professionals collaborate to deliver a comprehensive approach to our clients. Learn more about us and the SIMA story!
WHO WE ARE
WHO WE ARE
MEET OUR TEAM
WHAT WE BELIEVE
Excellence is Essential
What we do, we do well. We are dedicated to achieving high standards in everything we do. Excellence is not what we strive for – it’s our standard.
People + Purpose
We value our people, our clients and our community. We believe in our people and empower them to use their talents to achieve both personal and company goals.
Impact is Inherent
Our decisions are meaningful. Every action has a reaction. We aim to think beyond ourselves and to realize how our decisions affect others.
Ownership + Action
Everyone is responsible for the outcomes we produce. We own our work, relationships and personal development. We strive to produce powerful outcomes for those we serve. Always valuing thoughtful action above lofty ideas.
Integrity is our Instinct
We do the right thing by default. Integrity is the foundation of great people and leaders. We hold ourselves and our partners to the highest standards of moral and ethical principles.
Collaboration is our Cornerstone
We believe we are able to achieve more together than alone. We are open-minded and engage each other to understand different perspectives and ideas. We value those we work with.
Excellence is Essential
What we do, we do well. We are dedicated to achieving high standards in everything we do. Excellence is not what we strive for – it’s our standard.
People + Purpose
We value our people, our clients and our community. We believe in our people and empower them to use their talents to achieve both personal and company goals.
Impact is Inherent
Our decisions are meaningful. Every action has a reaction. We aim to think beyond ourselves and to realize how our decisions affect others.
Ownership + Action
Everyone is responsible for the outcomes we produce. We own our work, relationships and personal development. We strive to produce powerful outcomes for those we serve. Always valuing thoughtful action above lofty ideas.
Integrity is our Instinct
We do the right thing by default. Integrity is the foundation of great people and leaders. We hold ourselves and our partners to the highest standards of moral and ethical principles.
Collaboration is our Cornerstone
We believe we are able to achieve more together than alone. We are open-minded and engage each other to understand different perspectives and ideas. We value those we work with.
THE SIMA STORY
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1985
Accounting firm, Mark A. Jones & Associates, founded by Mark Jones.
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1997
SIMA Wealth Partners formed to offer entrepreneurs and their families a wealth management solution.
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2000
SIMA Benefits Consulting Group formed to offer employer benefits.
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2007
Accounting and payroll division split forming SIMA Payroll Solutions.
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2011
Mark A. Jones & Associates rebranded into SIMA Financial Group, Inc.
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2015
Merged multiple benefit practices into SIMA Benefits Consulting Group, growing our benefits team to 9 industry professionals.
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2016
Retirement and wealth management division split into two separate departments forming SIMA Retirement Solutions.
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2019
SIMA Technology Group formed by two local consultants to provide a managed technology solution.
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Don’t miss important updates, deadlines and insights – from market commentaries to filing deadlines we have it all!
