Who We Help
You’ve worked hard to build a meaningful life—a career, a business, a family—but real peace comes from knowing you’re making the right financial decisions for today and for the people who rely on you.
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We work with individuals, families, and business owners who want clarity they can trust, guidance that respects their goals, and an advisor who listens before recommending anything. Someone who understands responsibility, legacy, and what it takes to protect what you’ve built.​
Whether you’re preparing for retirement, navigating major transitions, or simply ready for a clearer path forward, we’re here to guide you with a plan shaped around your values and the future you want.
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At The Simpson Firm, you stay in charge. We provide the strategy, structure, and stewardship to help you make the decisions that matter most.
What We Do
Peace of Mind
Understand exactly where you stand today and what it takes to reach the future you want.
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A Clear Retirement Roadmap
We evaluate what you’ll need, what you already have, and how to close the gap — step by step.
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Confidence in Every Financial Decision
From taxes to investments to insurance, you’ll know why each move is being made and how it supports your goals.
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Protection for Your Family & Future
We help you safeguard your wealth — assets, security, opportunity, and legacy — with intention.
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A Trusted Partner for the Long Term
Think of us as your family’s CFO — focused, disciplined, and committed to your success.
About The Simpson Firm
For most people, financial stress isn’t the result of a lack of ambition — it’s the result of navigating complex decisions without proper guidance. You work hard, build success, and then face retirement planning, tax strategy, and family protection with little direction. These are significant responsibilities, and no one should have to shoulder them alone.
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At The Simpson Firm, we exist to change that. We believe everyone deserves access to clear education, principled advice, and a trusted partner who listens with intention. Our purpose is to help you feel confident, informed, and in control of your financial life — today, in retirement, and for the generations who follow.​​​​
Meet Your Advisor
Frank B. Simpson Jr., MBA, is a fiduciary advisor committed to helping individuals, families, and business owners build lasting financial security. His approach is grounded in clarity, education, and a genuine commitment to the people he serves.
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With experience advising high-achieving professionals and a background supporting Fortune 100 companies, Frank brings both strategic insight and authentic care to every client relationship. His focus is simple: protect what you’ve built and empower you to plan for the future with confidence.
