|ABOUT US||OUR HISTORY|
SRS Capital Advisors was founded as SimonDavis Asset Management in Denver, Colorado in 2004. David A. Simon founded the firm under the premise of providing clients with a higher level of service by building an independent firm free from conflicts of interest.
The firm’s focus was on serving the diverse financial needs of families and individuals and it has been recognized as one of the top independent financial advisory firms in the Rocky Mountain region.
In 2012, Simon partnered with Patrick C. South and Michael P. Riordan to expand the firm and rebrand it as SRS Capital Advisors. This expansion was comprehensive and spans geography with the addition of our presence in Philadelphia and Pittsburgh as well as core strategy and capabilities with the development of a full service, outcome-oriented approach for clients.
Today we are a firm with a deep team of highly skilled professionals with deep financial services experience. We are focused on serving the asset and wealth management needs of families and individuals and are dedicated to providing custom solutions that are tightly aligned with our clients’ unique goals and objectives.