Your financial guardians.

Giving you Competent Careful Continuous Caring Comprehensive financial advice.

We help people like you
conquer their financial goals

ONGOING PLANNING AND GUIDANCE

OVERSIGHT AND SUPERVISION

PORTFOLIO MANAGEMENT

Helping you express your values

ESG INVESTING

Through sub-advisory relationships, you can tilt your investments towards companies that align with your values through securities that have ESG investment strategies.

CHARITABLE GIVING

Support causes that are important to you while taking advantage of tax benefits.

DIRECT INDEXING

Through sub-advisory relationships, you can track an index while eliminating companies that don’t reflect your beliefs.

Our Story

Conquis

[kong-kwiss]

Conquis, or “hard earned” in French, symbolizes our belief that financial success is achieved by deliberate and diligent planning over time. Success is most often hard-won. Having a financial plan is the foundation of wealth management. It’s more than managing investments. We’ve developed a planning methodology that helps you conquer emotional obstacles to your financial success. Conquis will be here for the long haul as your partner, coach and guardian.

Client-focused

Our high advisor to client ratio enables us to be responsive, focused, and committed to your short- and long-term financial goals. We are selective - we hope you are too.

Full-Service

We provide an array of services and will guide you on whatever path your financial journey takes. We will tailor services to meet your needs - just ask!

Knowledgable

We have decades of experience working with our clients through all stages of their careers and into retirement. We are competent guides here to help you conquer your financial goals.

Experienced

Working through numerous economic and market cycles has helped us develop steadfast rules to assist us in protecting our clients' wealth. We are conscious, careful, and prudent with our strategy.

Meet the team

Katherine Simmonds, CFP®

Founder + Principal

I’m a financial coach who will educate, support and steer you through the obstacles that keep you from making tough financial decisions.

Adam Govani, CFP®

Senior Advisor

As a member of the team, my focus is developing long-lasting relationships centered around fiduciary advice. I believe every plan is built around a rigorously researched and meticulously implemented investment portfolio.

Our Sub-Advisor Relationships

Our sub-advisors provide economic and market insight; ETFs, Mutual Funds, Separately Managed Accounts (SMAs); and Portfolio reviews.

Dimensional and the Dimensional logo are registered trademarks of Dimensional Fund Advisors LP. Conquis Financial LLC is independent of Dimensional, Vanguard and any other Fund company.

We meet you where you are

Wherever you are on your financial flight path, we strive to make sure you land safely.

Let's talk

Start conquering your financial goals today.

Investment advisory services offered through Conquis Financial LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. Information presented is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. For additional information on the CFP®, please refer to their website at www.cfp.net.