Lead Advisor Model

Simon Lever’s commitment to maximizing the success of those we partner with dates back to the firm’s founding. We believe business owners thrive when they are supported. With this in mind, our Lead Advisor Model creates clarity, clear lines of communication, and provides the highest level of expertise—regardless of what industry our clients operate within.

Every client of Simon Lever is assigned a dedicated Lead Advisor who acts as an account manager. Working with a Lead Advisor means you are always reaching out to the same person, eliminating confusion and guesswork. Our advisors serve as advocates, always seeking to understand what your business needs to thrive. Above all, our advisors immerse themselves in the details of your industry so they can offer informed recommendations. We don’t simply assume we know what’s best for you and your team—instead, we engage in conversation before tailoring a strategy that is customized to your needs.

We believe relationships are key to delivering our clients’ desired results for their business.

Our Lead Advisor Model ensures clients receive:

By working with a designated member of our team, we build lasting relationships with clients that deliver exceptional results year after year.

As trust grows over time, our goal is to be a key advisor for our clients’ significant financial decisions. We always encourage two-way communication with clients, recognizing that the more information our advisors have about potential issues or transactions throughout the year, the more specific and tailored advice we can offer ahead of tax season or in advance of any major business developments.