I’m Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ Professional with more than 20 years of experience in helping my clients manage their wealth and achieve their life goals.
Although my clients come from all walks of life, I primarily focus on serving independent women and LGBTQ professionals who are in midlife.
As a Fee-Only Fiduciary Financial Advisor, I provide comprehensive financial planning and investment management to my clients for an annual flat fee that is billed quarterly.
Client assets are held at TD Ameritrade Institutional, a respected partner to independent advisors and one which aligns with my fiduciary values.
Sammons Wealth Management is based in Dallas, Texas, serving clients nationwide.