Guidance That Honors Your Goals and Protects Your Future
A disciplined financial partner helping you build stability, security, and long-term legacy.
Frank B. Simpson Jr., MBA
Licensed Senior Private Wealth Advisor | Fiduciary
Frank Simpson is a fiduciary advisor dedicated to helping individuals, families, and business owners make confident, informed financial decisions that support the life they want — today and in the future.
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After years advising clients at Bank of America Merrill Lynch and working alongside several Fortune 100 companies, Frank founded The Simpson Firm with a simple but powerful mission:
to give people the strategic guidance, education, and partnership they deserve — without confusion, intimidation, or judgment.
Frank believes meaningful wealth isn’t just measured in numbers. It shows up in peace of mind, strong families, secure retirements, and opportunities passed from one generation to the next. His disciplined approach blends strategic planning, tax efficiency, transparent communication, and genuine care for the people he serves.
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When clients work with Frank, they gain more than an advisor — they gain someone who listens deeply, evaluates thoroughly, and stays committed for the long haul.
Delivering More Than a Family Office Experience
We believe every person deserves a financial strategy built specifically for them — their priorities, their stage of life, their dreams for their family. That’s why every plan begins with understanding: What matters most? What concerns keep you up at night? What opportunities are you not sure how to navigate?
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We don’t rush you through complicated information. We break things down clearly, answer the questions you’ve always wanted to ask, and guide you through each decision with discipline and care.
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You stay in control. We walk beside you — like a trusted CFO for your financial life.
The Simpson Firm Mission
The Simpson Firm was built because too many capable, hard-working people are left to navigate wealth on their own. As your income and assets grow, managing your money becomes far less about ‘making ends meet’ and far more about making the right long-term decisions.
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We see families with strong incomes still unsure about retirement. Business owners who don’t know whether their money is working for them. Professionals who’ve achieved so much, yet still worry about protecting what they’ve built.
Our mission is to close that gap.
To give people access to the guidance, clarity, and strategy they should have received years ago.
To stand beside them as partners — not salespeople.
To help them build stability, protect their legacy, and move forward with confidence.
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At the end of the day, we do this work because we believe every person deserves a plan they understand, a path they can trust, and a future they feel at peace with.
Are You Financially on Track to Retire?
Most people don’t actually know what they need to retire comfortably — or whether they’re already closer than they think. The Retirement Readiness Assessment gives you a quick, clear picture of where you stand and what gaps may need attention.
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A simple way to understand your financial landscape so you can make decisions with clarity.
