Simon Quick Advisors provides personalized wealth management and financial planning solutions for affluent families, business owners, and executives, self-described as fee-only advisors.

Simon Quick Advisors

DMARC

Office 365 Mail

Microsoft Azure DNS

Cloudflare JS

PostalAddress Schema

Pexels

Unsplash

Register.com DNS

FinancialService Schema

J. Peter Simon

Founding & Managing Partner

Darcy O'Brien

Chief Marketing Officer

Northeastern US Investors

United States Investment Banks

East Coast Investment Banks

New Jersey Investors

Our mission statement is to give our clients the freedom to pursue what matters most to them. 

Our clients come from different industries and backgrounds, but they have all found their own individual success and have accumulated significant wealth. Navigating the complexities that come with wealth is hard to do alone. That’s why we work closely with each client to develop a personalized strategy that aligns with their unique circumstances and needs. Ultimately, our goal is to be our clients’ first and only call regarding any financial issue, question, or decision. We put our client’s goals, big and small, at the center of everything we do. 
We are invested, honest, and precise but nimble problem solvers. Success to us means creating a meaningful relationship with a client so that he or she works with us as a partner in securing and managing his or her wealth. Ultimately our goal is to act as a guide on each client’s financial journey so that the client can achieve financial peace of mind and focus on whatever is most important to them in life.

Morristown

New Jersey

United States

North America

Philippines

Asia

Morocco

Africa

Bangladesh

Pakistan

industry_trends_dossier

news_impact_assignment_basic

key_people

company_dossier

network_dossier

public_peers

news_daily_refresh

news_processing_daily_refresh

news_impact_assignment_daily

news_processing_basic

legal

legal_dossier

bundesanzeiger

network

events_dossier

partnerships_market_presence_dossier

partnerships_market_presence

events

strategic_challenges

network_mapping

industry_trends

transactions_dossier

strategic_challenges_dossier

network_onboarding

company_summary

regulatory_analysis

industry_analysis

swot_dossier

competition_analysis

financial_legal_advisories

merger_acquisitions

swot_analysis

financial_analysis

news_advanced

purchaser_profile

news_impact_assignment_advanced

signals

news_processing_advanced

financial_statements

private_financials

funding_rounds_analysis

company_structure

crunchbase_trigger

crunchbase_profile

li_profile

translate_crunchbase_fundingrounds

peers

news_basic

valuation

customer_profile

industry trends dossier	dataroom
company dossier	dataroom
network	dataroom
network mapping	dataroom
transactions dossier	dataroom
network onboarding	dataroom
news impact assignment basic	general
public peers	general	Sep 25, 2024 1:28 PM	15d46548
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general	Sep 26, 2024 12:33 AM	b6df2d8b
company summary	general
news advanced	general
news impact assignment advanced	general
signals	general	Sep 25, 2024 1:28 PM	27105069
news processing advanced	general
crunchbase trigger	general	Nov 4, 2024 10:53 AM	4361aa77
crunchbase profile	general	Nov 4, 2024 9:57 PM	551350a6
li profile	general
translate crunchbase fundingrounds	general	Nov 4, 2024 10:58 PM	9af96365
peers	general	Sep 25, 2024 1:28 PM	1f804c87
news basic	general	Sep 25, 2024 1:28 PM	49f349d0
events	markdown
bundesanzeiger	filings
regulatory analysis	company_analysis
industry analysis	company_analysis
competition analysis	company_analysis
financial legal advisories	company_analysis
merger acquisitions	company_analysis
swot analysis	company_analysis
financial analysis	company_analysis
funding rounds analysis	company_analysis
company structure	company_analysis
purchaser profile	merger_acquisitions
private financials	financials
customer profile	customers

COM:SIMONQUICKADVISORS

Simon Quick Advisors