# Simaris Financial

Simaris Financial is a RIA based in Austin, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Cupertino, CA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** simaris.com
- **LinkedIn:** https://www.linkedin.com/company/simarisfinancial

## Regulatory record

- **CRD number:** 300386
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300386

## About

Simaris Financial is a fee-only financial and life planning firm that does not sell products or take commissions. It uses the EVOKE process to help clients discover their purpose and align finances to life goals. Clients begin with WayFinder life planning; AssetCare is an optional add-on for managing assets and investments.

## Sectors

- Enterprise Software
- AI/ML
- Digital Health
- FinTech

## People

- Ross Patterson — Founder

---

Last updated: 2026-08-11T15:08:04.536Z

Canonical page: https://altss.com/profile/simaris-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology