Simmons Investment Advisors is a private financial advisory practice providing comprehensive wealth management, investment, and long-term planning services. Our client-first approach combines the responsiveness and flexibility of a boutique practice with the depth of services and investment insight of Hightower Advisors, a national wealth management firm.
One-size does not fit all. Our customized approach is supported by our close-knit team made up of highly experienced wealth management and client service professionals. Our team of financial advisors creates custom portfolios for you – not based on models – whether you’re an individual, a family, or a business owner. Our client service team uses a high-touch service model to help achieve quick and accurate results.
Whatever life transition you may be going through, we are here to help guide you through all the twists and turns. Our success is a result of our belief that clients come first and is built on the principles of dedication, integrity, transparency, and a commitment to building client relationships. Our fiduciary obligation to our clients forms the foundation of everything we do. Knowing that our advice must prioritize their interests, our clients can be confident that our recommendations are focused on their needs while being transparent and free of conflict.
Simmons Investment Advisors has deep roots. Ed Simmons started the practice in 1987, which evolved into a well-known advisory firm in Portland, Maine, working with clients throughout the country. With many years of experience in financial services, we know that a client relationship is more than just performance. We want to know what your goals are, how you define wealth, what you envision your retirement to be and how you want your legacy to look. We listen, confirm our understanding, and then translate the information into a personalized financial plan.
Our connection with each client is very important to us. We take a collaborative approach with clients and invest in each relationship just as much as we invest in our relationships with one another. We get to know our clients well and are deeply connected to the community. We want nothing more than to see everyone in our community be protected and thrive. This desire ties directly to the work we do for our client every day. Your success is our greatest success.
Family Needs and Estate Planning
Sustainable and Responsible Investing
Business Retirement Solutions