What is SimpliFi all about?

SimpliFi® is the leading provider of self-service financial planning and advice tools to middle income Americans. Since 2005, SimpliFi has partnered with financial institutions to offer financial planning services to their customers and members. SimpliFi is a federally registered investment advisor (RIA) with the Securities & Exchange Ciommission.

If you have a written financial plan, you are 250% more likely to achieve your future goals. The simple fact is planning for your goals - not your investment choices or how much money you make - is the single most important factor in achieving them.

Sounds like a no-brainer, right? Well it's not-yet. Only 5% of Americans have a written financial plan, so we have a long way to go to get the word out. For us, the benefits of planning are so powerful that we have dedicated our lives (and a good bit of our money!) to making this mission a reality. We think this is powerful stuff, and we are committed to getting people like you to think so, too.

Where is SimpliFi located?

SimpliFi is headquartered on 4th Street in the heart of downtown Winston-Salem, North Carolina. In addition, we have a sales office in Atlanta, Georgia.