Custom Wealth Management
Our knowledge and your goals create a personal investment strategy, not a cookie cutout of the newest trends.
A Value-Based Investment Firm
Our value is our knowledge and our people who are here to directly answer the phone – and your questions.
Lifelong Financial Guidance
We’re here for the long-term: in investments, goals, and life.
Our Process
At Simmons Financial Partners, LLC, you are more than a number, or a bunch of numbers, to us. We get to know your situation, your goals, and most importantly, you. Then we propose the products for you and your situation. As an independent firm, we work for you, our client, not a financial company. By doing so, we have more to offer you, and you get the best product for you, not for our profit margin.
Our History
Partners is in our name because we see ourselves as partners with the associates in the companies who serve our clients and other professionals, such as attorneys, we access to help our clients. We are also partners with our clients as we work together toward achieving their financial goals.
Our Values
Big financial companies have lots of agents who compete in an adversarial environment leaving their clients adrift once the deal is sealed.
At Simmons Financial Partners, we are on the journey with our clients. We’re here to fully service your account and answer your questions directly for the long-run, especially after the papers are signed. And unlike those big financial companies, we are an actual, human voice on the other end of the line.
