Who Is Emily Simpson
Emily Simpson is the founder and chief executive officer of Simpson Financial Group, a New York-based boutique wealth management and advisory firm serving high-net-worth individuals and families. She leads the firm's strategic direction, client engagement, and investment oversight, positioning Simpson Financial Group as a player in the independent advisory space competing with larger wirehouses and registered investment advisors.
Before launching Simpson Financial Group, Emily Simpson held roles in institutional equity sales and private client services at established financial institutions, building expertise in portfolio construction, risk management, and estate planning. Her career trajectory reflects a shift from traditional sell-side roles to founding an independent firm that emphasizes personalized wealth strategies, direct advisor access, and transparent fee structures.
Simpson Financial Group and Business Model
Simpson Financial Group operates as a registered investment advisor, offering comprehensive wealth management, retirement planning, tax-efficient investing, and philanthropic advisory services. The firm's client base consists primarily of entrepreneurs, executives, and inheritors seeking bespoke asset allocation and multi-generational wealth preservation solutions tailored to complex financial situations.
Emily Simpson structures Simpson Financial Group around a flat-fee and asset-under-management compensation model, avoiding commission-based product sales to align advisor incentives with client outcomes. The firm leverages custodial relationships with major brokerage and banking platforms to execute trades and custody assets while maintaining independent advisory oversight, a structure common among boutique RIA firms in the competitive wealth management industry.
Industry Context and Professional Presence
Emily Simpson operates within the broader independent advisory sector, which has grown as assets migrate from traditional broker-dealer models to fee-based RIA structures. Her firm competes in a market where transparency, fiduciary standards, and customized service are key differentiators, with independent advisors managing a significant and increasing share of U.S. household financial assets.
Professionally, Emily Simpson engages with industry forums and advisory networks that discuss regulatory developments, compliance best practices, and wealth management technology trends. She is associated with platforms and organizations that support independent advisors in scaling their practices while maintaining personalized client service, reflecting the operational realities of modern boutique wealth management firms.