Samantha B. Masey, CFP®

As a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional, I am dedicated to helping individuals and families navigate life’s financial complexities with clarity and confidence. I specialize in working with retirees and those approaching retirement, guiding them through critical decisions around income planning, tax strategies, and preserving wealth for future generations.

My approach is rooted in building meaningful, long-term relationships. I take the time to understand each client’s unique goals, values, and concerns, crafting personalized strategies designed to align their financial plan with the life they envision.

With a background in marketing and an MBA, I bring a thoughtful and strategic perspective to both client relationships and financial planning. I also play a key role in shaping how we communicate with clients, ensuring our message reflects our commitment to transparency, education, and service.

I believe financial advice should be both proactive and deeply personal. Whether helping a client transition into retirement, navigate a major life change, or stay on track toward long-term goals, my focus is always on delivering guidance that is clear, practical, and tailored to their needs.