Broker Check

Samuel  Kiefer

Samuel Kiefer

Senior Vice President

Samuel is committed to working closely with individuals, families and businesses to develop and foster financial strategies tailored to each client’s financial objective. His investment philosophy begins with his client’s goals and objectives to design, implement and maintain a financial plan that is unique to each client’s circumstance.Sam has more than 18 years of advisory experience and is an Accredited Investment Fiduciary Analyst™ (AIFA®). He earned a B.S. in Education from Slippery Rock University in Pennsylvania and an M.S.A. in Sports Administration from Ohio University. He resides in Wayland, Massachusetts with his wife and four daughters.