Samantha B. Masey, CFP®, CEPA®

As a Wealth Advisor with CFP® and Certified Exit Planning Advisor (CEPA®) designations, I am dedicated to helping individuals, families, and business owners navigate life’s financial complexities with clarity and confidence. I specialize in working with retirees, those approaching retirement, and business owners, guiding them through critical decisions around retirement timelines, 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.

My CEPA® designation extends this expertise to help business owners prepare for and execute on one of the biggest transitions of their life as they work towards the sale or succession of a business. I help them think through their options with clear, strategic planning, so the outcome supports both their financial future and personal goals.

With a background in marketing and an MBA, I bring a thoughtful and nuanced 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.