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The Sampson Wealth Advisory Group
Awards
2025 Forbes Best in State Team
Our team is honored to have been named a Forbes 2025 Best-in-State Wealth Management Team. I would like to congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us
Peter Sampson Named to Forbes Best-In-State Wealth Advisor List
We are proud to share that Pete Sampson has been recognized as a Forbes 2024 Best-in-State Wealth Advisor.
Peter Sampson Named to Forbes Best-In-State Wealth Advisor List
We are proud to share that Pete Sampson has been recognized as a Forbes 2023 Best-in-State Wealth Advisor.
Our Team
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life–we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 16, 2025
Our team is honored to have been named a Forbes 2025 Best-in-State Wealth Management Team. I would like to congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.
For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advisor #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
December 12, 2025
Out With a Bang, Not a Whimper
Our Investment Strategy Group examines the Federal Reserve’s third consecutive rate cut and what it means for investors.
December 11, 2025
I'm honored to share that I've been named to the 2025 Forbes list of Best-in-State Next-Gen Wealth Advisors for the third consecutive year. I share this honor with my team and congratulate them on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients, for the trust and confidence you place in us each and every day.
For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advisor #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.