Lawrence Simon CPA*/PFS

Lawrence S. Simon is a seasoned professional highly regarded for successfully serving the Philadelphia business community. For more than 40 years, he has been dedicated to helping small-to middle-market companies, family-based businesses, and entrepreneurial and start-up entities with their accounting and business consulting needs

Although Mr. Simon has an in-depth background serving clients in numerous industries, he has a particular expertise working with medical practices of all sizes. As Co-Chair of the Healthcare Services Group in the Firm’s Philadelphia office, Mr. Simon assists clients through the complex issues often associated with developing management services organizations and independent practice associations as well as mergers and acquisitions. Mr. Simon joined the Firm’s forerunner in 1975. He serves as a Senior Advisor in the Firm’s Assurance group and is a Senior Vice President for the Philadelphia region of Marcum Financial Services LLC. He provides clients with wealth management and advisory services.

Mr. Simon is a magnetic speaker on financial planning and advisory topics. He teaches accounting and financial courses at the University of Pennsylvania and has authored numerous articles.