About Our Team
About Us
For more than 30 years, we've been proud to call Madison, NJ, our home. This community is where our story unfolds—a story shaped by the vision and expertise of our founder, Richard Samara. With over 40 years in the financial services industry, Rich has built a legacy of trust and excellence that defines our family business.
Our practice is more than just a business; it's a family endeavor. We believe in treating every client as part of our extended family. This means prioritizing honesty, transparency, and respect in all our interactions. Our commitment to these values ensures that you receive personalized attention and support as we help you navigate your financial journey.
Guidance for Life's Big Moments
Life is filled with significant milestones, and we're here to offer our expertise and support during these pivotal times. With a wealth of credentials and experience, we provide guidance that is both informed and tailored to your unique needs. Whether you're planning for retirement, securing your legacy, or making key financial decisions, our focus is on helping you achieve your goals.
At the heart of our approach is a dedication to building lasting relationships with our clients. We bring energy and focus to every partnership, ensuring that your financial aspirations are our shared mission. Join us in a journey where family values guide our work, and together, we'll create a future that reflects your dreams.
- Retirement
- Changing jobs
- Inheriting money
- College funding
- Estate planning
- Asset protection
Our Strategic Partners
Private Advisor Group
Private Advisor Group (PAG) was ranked the #4 RIA Firm in the U.S. by Barron's and is headquartered in Morristown, NJ. PAG is committed to partnering with independent financial advisors to help clients pursue financial freedom. As a firm with over $35B in assets and a community of 800+ advisors, PAG offers us an environment to help us with Practice Management, Compliance, and Technology. Helping us offer the best service we can to our clients.
#4
Ranked RIA
$35.2B
Under Management
800+
Advisors
50+
Private Advisor Group Employees
*Advisory assets as of June 30, 2024. Barron’s “Top 100 RIA Firms“ ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron’s ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.
LPL Financial - Leadership, Size, and Strength
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that personalized financial guidance is a fundamental need for everyone. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit lpl.com.
7M
Americans served by LPL's financial advisors and institutions.*
$1.9T
Brokerage and advisory client assets, serviced or custodied.*
29K+
Financial professionals serviced*
Fortune 500
Company*
*Disclosures
Investing involves risk, including potential loss of principal. LPL Financial LLC, Member FINRA/SIPC.
*Data as of June 2025
Tracking #736676
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