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Personalized financial strategies for your present and future.

Whether you're saving for retirement, a major milestone, or building wealth, we provide professional guidance to keep your investments working for you.

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Sampson Capital Advisors team collaborating with business owners on corporate financial planning strategies.
Through strategic planning and adjustments, we help you stay on track for long-term financial freedom.

SAMPSON CAPITAL ADVISORS

Our Mission

At Sampson Capital Advisors, our mission is to empower business owners and families to work towards financial clarity, confidence, and independence.

 

We provide personalized financial planning, strategic investment guidance, and tax-efficient strategies tailored to each client’s unique goals.

 

Through collaborative relationships, proactive advice, and a commitment to excellence, we help our clients build, grow, and preserve their wealth for generations to come.

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Our Edge

We approach every client relationship with intention, integrity, and a commitment to excellence that strives to go beyond expectations.

Industry Expertise

Tailored Strategies

Comprehensive Analysis

Ongoing Support

Our Services

Comprehensive Financial Techniques for Every Stage of Life

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Corporate
Strategies

We partner with businesses to attract top talent and strive to optimize tax strategies with customized retirement plans and benefits techniques.

Business leader optimizing benefits and tax strategy through Sampson Capital Advisors, a premier wealth management firm.
Entrepreneurs & Business Owners

We aim to help entrepreneurs retain more of what they earn by identifying tax-saving opportunities and optimizing financial strategies.

Multigenerational family receiving comprehensive financial planning from Sampson Capital Advisors.”
Personalized Family
Services

No matter where you are in life, we help you build a personalized financial plan to support your goals, from wealth building to legacy planning.

Happy family planning their future with Sampson Capital Advisors, a trusted wealth management firm.
Insurance
Strategies

Insurance is a strategic risk management tool that provides financial security for your family and business.

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Meet the Team

Your financial journey deserves a qualified partner. Our experienced fiduciary advisors provide client-first financial guidance to help you pursue your goals.

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Andrew Sampson

Chief Executive Officer, AIF®

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Greg Birrell

Wealth Advisor

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Kortny Hall

Wealth Advisor

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Douglas Godfrey

Senior Financial Advisor

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Client Portal & Resources

Already a client? Access your secure portal for investment management, document uploads, and financial planning tools.

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✔ Client Login (Secure AdviceWorks Portal Access)
✔ Broker Check (Verify Our Credentials & Compliance)
✔ Schedule a Consultation (Book an Appointment in Seconds)

News &
Announcements 

Stay Informed. Stay Empowered.

From industry insights to firm updates, explore key financial news, tax changes, and upcoming client events.

Let’s Build Your Financial Future—Together.

We’re here to help you preserve your wealth with a strategic, hands-on approach. Get in touch today to start planning with confidence.

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