Simmons Capital Group

Simmons Capital Group

Simmons Capital Group was established in 2015 by Don Simmons, who had already spent more than three decades serving investors and managing portfolios through market cycles. The firm operates from Halfmoon, New York, and positions itself as a multi-advisor practice where clients gain access to a team whose members hold distinct credentials — including CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst (CIMA®), and Tax Planning Certified Professional (TPCP®) designations — rather than relying on a single financial planner. The firm describes a holistic planning approach that spans retirement-income sourcing, values-aligned portfolio construction, Medicare and long-term-care insurance analysis, and estate-transfer strategies. On the investment side, the team runs a portfolio “Healthcheck” to measure compatibility with client values and rebalances accordingly. While the firm does not publicly disclose specific holdings, its public materials emphasize smoothing out market volatility and building wealth across generations, with an explicit focus on charitable giving and philanthropic legacy structures. Ten professionals are listed on the firm’s website, including founder Don Simmons, Rob Duncan (CIMA®, TPCP®), a compliance and operations lead named Jansen — previously CFO/COO of a $30 billion institutional investment allocator — and associate advisors Matt Stankus, Aaron, and Ben. The firm also operates a YouTube series (“Coffee & Cash”) and a client portal through Black Diamond. In January 2023, Matt Stankus joined the firm as an Associate Financial Advisor after serving as Director of Communication for an anti-poverty agency, reflecting the firm’s broader pattern of integrating faith-based and non-profit backgrounds into its advisory bench. The team-of-advisors architecture is the firm’s primary structural differentiator. Where many RIAs assign a single lead advisor to each household, Simmons Capital Group formally presents a panel of specialists — each focused on a discrete planning domain — and frames the model as a way to ensure clients are never dependent on one person’s expertise. This design is reinforced by the leadership’s deep ties to faith-driven economic development work, particularly Don Simmons’s ongoing involvement with IBEC Ventures and small-business mentoring in Central Asia and the Middle East.