Robert Sims

Robert J. “Bob” Sims was the founder of Fin-Plan Group, the financial planning business that later became Sims Financial Services, LLC in Wayne, Pennsylvania. Sims Financial Services describes itself as an independent financial planning and investment management firm founded in 1960, serving individuals, organizations, and businesses with long-term financial goals.

Sims began his career in the insurance industry. The Philadelphia Inquirer reported that he became a top salesperson for Provident Mutual Life Insurance Co. of Philadelphia and later an executive with Mutual of New York Insurance Company before founding Fin-Plan Group in 1960. He served as president and later chairman of the board, and the Inquirer noted that he “never really retired.”

His professional credentials included financial planning, consulting, and insurance underwriting certifications. He earned an inclusive master’s degree in financial services from The American College in Bryn Mawr after earlier attending Temple University. He was also the founding president of the Delaware Valley Chapter of Financial Planners and a national lecturer on financial planning.

Public records reviewed do not support the stub classification of Robert Sims as a seed-stage angel investor. The verifiable record points to Robert J. Sims of Sims Financial Services as a financial planner and investment-management professional, not a venture angel investor. Sims died on October 21, 2020, at age 94.

• No verified public startup-investing thesis, angel-investing mandate, check size, or seed-stage portfolio was found in the sources reviewed.
• His verifiable investment work centered on personal and institutional financial planning, investment management, insurance, retirement, estate, taxation, and business-planning services.
• Sims Financial Services describes its client approach as helping clients “identify your goals, create a road map,” and implement strategies toward long-term financial goals.
• The Philadelphia Inquirer described his client geography as Pennsylvania, South Jersey, and Delaware.