Simeon Esprit

Simeon specializes in helping families build and preserve their wealth.

Simeon’s main client focus is small business owners and highly compensated individuals (HCE) who may have estate tax or equity compensation needs. Born in London, England, Simeon is a seasoned Planner who believes in practical advice that is easy to implement. He understands the ripple effect that good financial decisions can have in people’s lives when they are consistent. Simeon attended the University of Pennsylvania where he met his wife, Kate. They welcomed their first child in 2024 and Simeon is a proud father to his daughter. Beyond the world of finance, Simeon is an advocate for a healthy lifestyle and pursuing creative hobbies. He actively pursues fitness goals, has a love for basketball, and self-publishing fictional books.