We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Established in 1983 and incorporated in 1988, Saling Simms Associates was granted the status of Registered Investment Advisor by the Securities and Exchange Commission in April of 1989. We provide a wholistic approach to financial planning. We believe in blending our knowledge and resources with your wishes, dreams, and aspirations toward a common goal that strives to better your life and the world around you. We are proud to be associated with Raymond James, one of the premier financial service firms in the industry.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.