About

I’m Stephanie Sammons, Founder and Owner of Sammons Wealth Management. As an experienced Certified Financial Planner™ Professional, I’ve been guiding clients to and through retirement for 25+ years.

Sammons Wealth is boutique retirement planning and investment management firm serving 50+ professionals. We are a small firm by design and we go deep with our clients.  We will guide you through the many facets of retirement step-by-step so that you can focus on your goals and dreams. Our clients deeply appreciate our commitment to a personal relationship, high level service, and attention to detail.

Sammons Wealth is a fiduciary advisory firm. That means we do not sell products, charge commissions, or accept third party fees. We are a firm rooted in the values equity, diversity, and inclusion.