Simmons Investment Management

Simmons Investment Management provides trusted financial advice for engineers and tech professionals. We help our analytical clients and their families to offload stress, rise above risk aversion, and implement a plan to enjoy the benefits of their hard work and success.

Kyle Simmons, CFP®, CRPC®, worked for over 13 years in the tech industry as an engineer. When you work with him, you’re not working with a product salesman, but rather someone who works and talks like you, taking a logical and efficient approach to investment management and retirement planning. He understands the financial and intellectual benefits of working in the industry as well as the challenges and frustrations. He thinks like an engineer and has the integrity of one too.

We are a fiduciary, fee-only firm, which means we're required to always put your interests ahead of our own. We don't sell products, get paid commissions, or receive referral fees. Many advisors or financial salespeople work for a brokerage or insurance company and are paid commissions or are "fee-based". We believe that our fee-only, fiduciary structure allows us to have a more objective relationship with our clients because it reduces the possible conflicts of interest.

While Simmons Investment Management does offer one-time financial plan development, we focus on ongoing Financial Planning and Investment Management relationships. We'd love to hear from you!