Delivering More than a Family Office Experience
Frank B. Simpson Jr., MBA
Senior Private Wealth Advisor
"Our team will help you navigate today’s dynamic financial marketplace in order to help you pursue what is most important to you. We help you build a comprehensive tax efficient financial plan!"
After much thought and careful consideration, we have made the important decision for our advisors to join The Simpson Firm. This move provides our clients with access to global resources of several of North America's most successful and diversified financial services companies. In addition, our partners have earned a reputation for integrity, corporate responsibility and overall fiscal stewardship. Clients will continue to work with The Simpson Firm Advisors as much for the client-first culture as for the comprehensive approach to wealth management and the world-class financial solutions. We invite you to explore the links above to learn more about what sets The Simpson Firm apart from the competition.
Kahlilah Lilley
Senior Financial Consultant
"As a Senior Financial Consultant with the Simpson Firm, I take pride in educating and discovering financial goals and objectives of clients."
Kahlilah Lilley; a Westchester County, New York native and advocate for generational wealth. She’s held several roles in Planning throughout her career focusing on Budgeting. Kahlilah serves client needs by developing strategies that are centered around pursuing their short and long-term financial goals while focusing on their priorities and risk tolerance. She possess a profound ability to craft intricate and all-encompassing strategies aimed at surpassing the highest performance standards.