Stephanie Sammons (CFP®)

Stephanie Sammons focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I’m Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ and Investment Manager with more than 25 years of experience guiding my clients to and through retirement. The majority of my clients are independent women, couples, and LGBTQ professionals in midlife who are high-income earners with retirement as their primary goal. Many of my clients have come to me when going through a transition such as retirement, a career change, midlife marriage/divorce, receiving an inheritance, or selling a business. Others simply wanted to work with a fiduciary financial advisor who shares their values. My mission is to help you create an achievable plan for your ideal retirement, align your financial actions and assets with your goals, and help you manage your wealth along life's ever-changing journey. To learn more about what it would be like for us to work together, visit and schedule a no-obligation, introductory call.

Additional Information

I also invite you to listen and subscribe to my weekly podcast, The Retirement Money Gal™! On this show you will gain valuable money tips on planning for your retirement, minimizing your taxes, and investing wisely. I also share insights and speak with special guests on personal growth, work-life, and well-being. My mission is simple; I want to teach you how to retire smart, secure, and happy while living your best midlife today!

NAPFA Start Date

October 26, 2017


This Office

11700 Preston Rd. Ste 660-200 Dallas, TX 75230 Phone: (972) 440-1194