A complete list of active advisors currently associated with The Simpson Firm LLC

Warmer can help you find a great advisor at The Simpson Firm LLC or one who fits your needs even better.

The Simpson Firm provides fee-only investment advisory and financial planning services to small and mid-size groups and individual clients, including investment selection, retirement planning, and periodic portfolio monitoring. Its 2018 ADV filing reports no discretionary assets under management at that time. The firm tailors strategies to client risk tolerance and objectives, allows client-imposed investment restrictions, and coordinates with other professionals as requested. It relies primarily on third‑party research (for example, Morningstar, Value Line, S&P) and favors long‑term strategies supplemented by selective short‑term trading, hedging with options, and, when appropriate, short sales. What is distinctive relative to many peer investment managers is the availability of an hourly engagement option and an explicit policy that hourly clients receive one‑time advice without ongoing monitoring or implementation responsibility. The firm’s small size and initial‑filing status, along with its willingness to advise on structured products, warrants and other less‑common instruments, further differentiate its service mix from larger institutional managers.

To learn more about the advisors currently working at The Simpson Firm LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Frank Simpson Jr.	White Plains, MD	9

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