SJL Financial, LLC
SJL Financial, LLC
Money is personal. It’s math but also emotion. It fuels our dreams and enables our lifestyles. It can also keep us up at night. Let's work together to make your money work for you and the future you want to create. Because we can plan for that! - Samuel Lewis, CFP®, ChFC®
Fee-Only financial planner located in WIlmington, DE, serving clients locally and across the country
Samuel Lewis is a WIlmington, DE fee-only financial planner. SJL Financial, LLC provides comprehensive, personalized financial planning to help early and mid-career professionals and service members and veterans organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Samuel Lewis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I am Sam Lewis, Founder of SJLF and Financial Planner.
I’ve lived in Delaware my entire life but have been fortunate to travel around the world. I joined the military while still in high school and continue serving today, almost 23 years later! I’ve worked as a farmhand, drafter, land surveyor, personal trainer, air cargo craftsman, recruiter and senior enlisted leader.
But my passion is for financial planning.
I wasn’t always smart with money, but when I met the love of my life, I knew I had to do better. The spark was lit when I picked up a copy of Kiplinger’s Personal Finance magazine in an airport gift shop when embarking on a family trip to Disney World in 2013. It was a real wake-up call to admit how much I didn’t know about the financial considerations that would shape our future.
Along my journey, I consumed every bit of knowledge I could get my hands on. In 2018, I earned a full Veteran’s Scholarship to the American College of Financial Services through the Penn Mutual Center for Veterans Affairs. I am currently a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Consultant®.
My mission now is to serve you, to help you understand your financial situation, set clear goals for your future and to give you a well-marked path to help you get there.
Samuel Lewis is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only Financial Advising Designed for Your Dreams
SJL Financial is a fee-only financial advisor. No commissions. No product pitches. Our focus is always what’s best for you and your goals for the life you want to build.
Serving clients in Delaware and across the nation virtually.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Spending plans
- Military benefits
- Retirement Planning
- Investing and saving
- College Education Planning
- Early and mid -career professionals
- Military members and Veterans
- Growing Families
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Samuel Lewis is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Samuel Lewis is a Chartered Financial Consultant® (ChFC®)
Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Samuel Lewis is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Samuel Lewis is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Samuel Lewis is a NAPFA Associate
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Samuel Lewis is Quoted on CBS News - Moneywatch: "7 money-savvy ways to spend your tax refund"
Samuel Lewis is Quoted on Reviewed: "IS GETTING A WEDDING LOAN A GOOD IDEA?"
Samuel Lewis is Featured in ThinkAdvisor: "Honoring Advisors Who Serve(d): Memorial Day, 2022"
Samuel Lewis is Quoted on GoBankingRates.com: "8 Best Ways To Budget for a Honeymoon While Planning a Wedding"
Samuel Lewis is a Leadership Delaware Fellow
Contact Samuel Lewis
2 Clermont Road
WIlmington, DE 19803
Newark, DE 19711