The Sampson Wealth Advisory Group | Aiken, SC | Financial Advisors

The Sampson Wealth Advisory Group

The Sampson Wealth Advisory Group, Financial Advisors in Aiken SC, are pleased to announce that Pete Sampson has been recognized as a Forbes Best-In-State Wealth Advisor in 2022, 2023, 2024, and 2025. The annual Forbes/SHOOK Best-In-State Wealth Advisors list features more than 7,000 advisors with a track record of success over time. We are also proud to share that Alex Vlahos has been recognized as a Forbes Top Next-Gen Wealth Advisor in 2023, 2024, and 2025. The annual Forbes/SHOOK Top Next-Gen Advisors list spotlights over 1,400 advisors poised to be the future leaders of the financial services industry.

No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.

We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.

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

Pete E. Sampson

Executive Vice President / Wealth Management, Financial Advisor

Alex S. Vlahos, MBA, CFP®, CRPC®, CLTC®

Financial Advisor/ Wealth Management

Kathy Roberts, CRPS®

Senior Registered Private Client Associate/ Business Productivity Specialist

Hannah Morris

Private Client Associate

Online Access Client Portal

Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.

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.