Samuel Sexton, CPA, CFP® Founder and Lead Advisor
Why Gather Wealth?
Relationship Focus | You’re Not a Number
Our clients are the heart of our practice. Each person has a unique story and distinct desires, driving our personalized approach to wealth management. Theodore Roosevelt said it best, “People don’t care how much you know until they know how much you care.” We ensure each client is receiving the time and attention they deserve.
Passion and Pursuit | Not Simply Reaching Number or Age
If you’re not retired, don’t defer living life on your terms until you are. Build a life today that you don’t need to retire from. If you are retired, ensure that your money is aligned with your values and pursuits. Money is not the end goal.
Expertise | Not Our First Rodeo
Our firm brings a breadth of knowledge to each client. I have served hundreds of clients since starting my career amidst the 2008 financial crisis. I am a Certified Public Accountants (CPA) and CFP® Professional. Only 25% of financial advisors are CFP® Professionals, and only 16% of CFP® Professionals are CPAs.
A Fiduciary and Partner | Not Just an Advisor
As a fiduciary, we adhere to the highest industry standard and are committed to acting solely in your best interest, providing you with the objective advice you deserve. It is our legal obligation, and in our view, the only way financial advice should be given.
Fee Only | No Sales Pitch or Commisions
We are a proud fee-only firm dedicated to removing conflicts of interest. We do not accept commissions or compensation from third parties, ensuring that our advice is always unbiased and free from any sales agenda.
Independent | No Pressure or Quotas
As an independent firm, we can offer truly comprehensive and tailored solutions. There are no top-down mandates taking precedence over our clients’ needs. We are not incentivized to sell our clients anything or pressured to hit a sales quota. You get the time, attention, and solutions you deserve.
At Gather Wealth, we are not your
average advisor.
According to the Wall Street Journal, only 2% of advisors serve their clients as true fee-only fiduciaries. And even fewer of those advisors have undergone the rigors to become both Certified Public Accountants (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professionals.
Who We Serve –
Sound Like You?
You are purpose-driven, cherish time spent with loved ones, and aspire to engage in meaningful work or activities. While you’ve envisioned aspects of your ideal life, the specifics—where, when, and how it all comes together—remain to be detailed. By clearly defining your vision and simplifying your wealth, we can help you focus on what truly matters most to you.
While we don’t have minimums for our services, our typical clients are diligent savers with assets exceeding $500,000 or combined annual incomes of $250,000 or more. Not sure if we're the right fit for you? Reach out. If we're not a match, we'll help connect you with someone who is.
Retirees
After years of balancing demanding careers and family life, it's your turn to relax and let your hard-earned money work for you. You deserve a trusted financial partner who not only grasps the complexity of your financial situation but simplifies it, empowering you to focus on your passions and purpose. More info...
Pre-Retirees
You've worked diligently and saved wisely, setting the stage for the next chapter of your life. As you approach retirement, the critical decisions you make now are pivotal for securing your family's financial future. You deserve a trusted partner who can help clarify your vision and craft a comprehensive financial plan around it, ensuring a s successful transition to your work-optional years. More info...
Small Business Owners
You’ve built your business with dedication and entrepreneurial spirit. Now, it's crucial to ensure that the wealth you’ve created supports both your personal dreams and your business goals. As your personal CFO, we see the full picture of your finances, saving you time and streamlining your wealth management—so you can spend more time doing what you love. More info...
Rising Professionals and Medical Practitioners
As you forge a successful path in your high-demand profession, managing your growing wealth effectively becomes essential to achieving both your professional and personal goals. Partnering with a fee-only fiduciary advisor who understands the nuances of your career trajectory can simplify complex financial decisions, freeing you to focus on what matters most. More info...
Kind & Generous People
It sounds silly, but we are limited in the number of households we can work with and therefore we need to be intentional about working with those that bring out the best in us. Simply put, we work with nice people and while not all our clients are financially charitable, nearly all give in some fashion, with their time, resources or heart.
New Inheritance
A loved one has passed and left you or someone you know with an incredible gift. You want to honor the decedent’s legacy by ensuring the gift is thoughtfully used. We provide comprehensive planning, to ensure you make the most of the gift today and in future.
