SAM BODDICKER

Meet Sam Boddicker:

Sam Boddicker is a financial advisor, Certified Exit Planning Advisor (CEPA®) professional, and coffee enthusiast who focuses on simplifying and stewarding the financial affairs of affluent households, businesses, and business owners. Known for leading with education and meeting clients exactly where they are, he brings clarity and confidence to complex financial decisions.

Acting as a “Quarterback,” Sam helps clients build their dream team by collaborating with the other professionals in their lives—CPAs, attorneys, M&A advisors, and more—to create a unified advisory network centered on each client’s personal definition of success. Sam believes that achieving one’s unique needs, wants, and wishes is a lifelong, iterative journey, and no one should navigate it alone. Through partnership with Sam, their team, and Edward Jones, clients gain a personalized network of professionals deeply invested in them and their stories.

How and Why:

Minimizing Taxes:
By building a proactive and coordinated team, he leverages constantly evolving tax laws to craft ongoing, agile strategies designed to reduce clients’ tax burdens.

Founder Mentality:
As a business owner and CEPA® professional, he supports entrepreneurs long before a purchase agreement is in sight. With an emphasis on enterprise value, Sam helps owners shift from working in the business to working on it—reducing continuity risk and unlocking additional benefits along the way. Their practice offers a dedicated, customizable process that (1) gets owners where they want to be by (2) getting the business where it needs to be, while (3) providing employees and the community with meaningful resources such as financial education and collaborative support.

Family and Personalization:
Whether the family one is born into or the family one creates, he takes time to understand each client’s dynamics, relationship with money, values, and long-term goals. This insight allows Sam to craft tailored strategies that help clients achieve their most important needs, wants, and wishes in life.

Meet Sam Boddicker:

Sam Boddicker is a financial advisor, Certified Exit Planning Advisor (CEPA®) professional, and coffee enthusiast who focuses on simplifying and stewarding the financial affairs of affluent households, businesses, and business owners. Known for leading with education and meeting clients exactly where they are, he brings clarity and confidence to complex financial decisions.

Acting as a “Quarterback,” Sam helps clients build their dream team by collaborating with the other professionals in their lives—CPAs, attorneys, M&A advisors, and more—to create a unified advisory network centered on each client’s personal definition of success. Sam believes that achieving one’s unique needs, wants, and wishes is a lifelong, iterative journey, and no one should navigate it alone. Through partnership with Sam, their team, and Edward Jones, clients gain a personalized network of professionals deeply invested in them and their stories.

How and Why:

Minimizing Taxes:
By building a proactive and coordinated team, he leverages constantly evolving tax laws to craft ongoing, agile strategies designed to reduce clients’ tax burdens.

Founder Mentality:
As a business owner and CEPA® professional, he supports entrepreneurs long before a purchase agreement is in sight. With an emphasis on enterprise value, Sam helps owners shift from working in the business to working on it—reducing continuity risk and unlocking additional benefits along the way. Their practice offers a dedicated, customizable process that (1) gets owners where they want to be by (2) getting the business where it needs to be, while (3) providing employees and the community with meaningful resources such as financial education and collaborative support.

Family and Personalization:
Whether the family one is born into or the family one creates, he takes time to understand each client’s dynamics, relationship with money, values, and long-term goals. This insight allows Sam to craft tailored strategies that help clients achieve their most important needs, wants, and wishes in life.