Hi, I’m Stephanie. I’m an experienced CERTIFIED FINANCIAL PLANNER™ and founder of Sammons Wealth, an independent fee-only financial advisory and wealth management firm.
I am passionate about helping successful women professionals live a richer life and retire well. Most of my clients are women in the “midlife” phase moving toward the primary goal of creating their ideal retirement lifestyle.
In addition to moving toward retirement, a few of the common themes we can experience in this life phase include career changes, marriage/divorce, blended families, being sandwiched between kids and aging parents, and worrying about our own long-term health and financial security.
After spending most of my 20-year advisory career with traditional financial advisory firms, it became clear to me that as professional women, our unique needs were not being met by these institutions.
Your financial life encompasses so much more than your investment portfolio.
You want to work with a trusted advisor who can provide you with education, communication, transparency, and take a holistic view of your entire financial picture and journey. And you want to focus on the things that matter most to you. I get it.
If you become a Sammons Wealth client, you will gain clarity around your financially-driven life goals and together we will create a financial roadmap to help you move toward those goals, grow your wealth, and protect your nest egg.
Another thing you value is flexibility. I offer a sensible and flexible fee structure where you can decide how you want to engage me as your advisor.
Sammons Wealth is based in Dallas, Texas, but our cutting edge technology tools enable me to seamlessly communicate and work with you no matter where in the U.S. you live.
To learn more about my services and becoming a Sammons Wealth client, click the button below. Or, to schedule a no-obligation introductory call, scroll to the bottom of this page!
How We Help
Strategic Financial Planning
A comprehensive, interactive financial planning process designed to organize your financial life and glide you toward your specific goals. Know exactly where you stand and what it’s going to take to get there.
We don’t just follow the herd. We build high quality, diversified, tax-efficient investment portfolios that are designed to achieve your financial goals and reduce your risk.
A flat annual advisory fee (assessed quarterly) that is sensible, transparent, and based on the complexity of your situation. No commissions, hidden fees, or percentage-based asset fees.*
*Does not include internal expenses charged directly by ETF or mutual fund companies. We strive to keep these expenses under .30%.
Our financial planning and wealth management services are best suited for clients who have a minimum of $500,000 in investable assets.
The Sammons Wealth 5-Step Process
Define your financial life goals
Create your comprehensive personalized financial plan
Align your investment strategy with your financial goals
Minimize your risk, taxes, and fees
Receive ongoing support and coaching
When it Comes to Your Wealth, Experience and Independence Matters.
Stephanie Sammons is founder and CEO of Sammons Wealth. She is a CERTIFIED FINANCIAL PLANNER™ and independent fiduciary, fee-only financial advisor with more than 20 years of experience helping her clients achieve greater financial clarity and security.
Stephanie began her career in financial services in 1995. Prior to founding Sammons Wealth she worked with global financial services firms serving in leadership roles at Merrill Lynch and UBS. Stephanie has been a CFP® practitioner since 2005 and is also a bestselling author, nationally known speaker, and professional singer-songwriter.
Sammons Wealth delivers strategic financial planning and wealth management services for a flat annual fee (billed quarterly) based on the complexity of the client’s situation. As a fiduciary, the best interests of our clients always come first. We do not sell products or charge commissions. Our financial advice is 100% objective and never influenced by a parent financial corporation or institution.
Although our firm is based in Dallas, Texas, we serve clients nationwide. We custody client assets with TD Ameritrade, a respected partner to independent advisors and one which aligns with our fiduciary values.
CFP®, Founder and CEO