Founder’s Story

Hi, I’m Sam.

I’m a CERTIFIED FINANCIAL PLANNER™️ and the founder of WealthGuides.

For years I’ve helped individuals and families plan for retirement and other important financial decisions. I’ve worked with clients age 22 to 92 and while I’ve worked with a wide range of people, I’ve always found my passion was with working with people to create a plan for retirement.

As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes, how to protect what they’ve worked hard to earn, and provide clarity for how they can maximize what they can safely spend on themselves and give to others.

I founded WealthGuides to deliver the right type of financial planning to more people in ways that our industry doesn’t normally offer. This includes our subscription based financial and retirement planning service and our comprehensive wealth management. These service models enable us to provide a high level of service to clients without burdening them with excessive fees.

As an additional way to serve more people, I also create educational content on social media to spread awareness of the financial strategies that help people save more money and achieve a happy & successful retirement.

On the personal side of things, I live in Indianapolis, Indiana with my wonderful fiancee. I enjoy staying active, reading, traveling, and occasionally sipping on a nice glass of wine or whiskey while cheering on my favorite teams.

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Sam was listed to Digital Reference’s: Best Financial Advisors in Indianapolis 2025

Sam is a member of numerous industry organizations including The National Association of Personal Financial Advisors, The Certified Financial Planner Board of Standards, The XY Planning Network, and The Fee-Only Network.