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

  • Our Foundation

    In 1985, Mark Jones founded SIMA as an accounting firm. Today, SIMA is a full spectrum financial services and consulting firm.

  • Our Mission

    To help individuals and businesses achieve financial success with comprehensive strategies and solutions.

  • Our Vision

    To create a simple but comprehensive integrated financial solution.

WHO WE ARE

  • Our Foundation

    In 1985, Mark Jones founded SIMA as an accounting firm. Today, SIMA is a full spectrum financial services and consulting firm.

  • Our Mission

    To help individuals and businesses achieve financial success with comprehensive strategies and solutions.

  • Our Vision

    To create a simple but comprehensive integrated financial solution.

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.

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

  • 1985

    Accounting firm, Mark A. Jones & Associates, founded by Mark Jones.

  • 1997

    SIMA Wealth Partners formed to offer entrepreneurs and their families a wealth management solution.

  • 2000

    SIMA Benefits Consulting Group formed to offer employer benefits.

  • 2007

    Accounting and payroll division split forming SIMA Payroll Solutions.

  • 2011

    Mark A. Jones & Associates rebranded into SIMA Financial Group, Inc.

  • 2015

    Merged multiple benefit practices into SIMA Benefits Consulting Group, growing our benefits team to 9 industry professionals.

  • 2016

    Retirement and wealth management division split into two separate departments forming SIMA Retirement Solutions.

  • 2019

    SIMA Technology Group formed by two local consultants to provide a managed technology solution.

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