Sam's List is a curated directory of vetted financial professionals including accountants, CPAs, financial advisors, bookkeepers, and fractional CFOs. We help business owners and high net worth individuals find the right professional through verified reviews, detailed profiles, and a matching quiz that connects you with professionals based on your needs, industry, and financial profile.

How does Sam's List vet the professionals on the platform?

Every professional on Sam's List goes through a review process before being listed. We review their credentials, confirm they are actively practicing, and monitor their client reviews over time. Unlike directories that let anyone pay to be listed, we maintain quality standards so the professionals you see are legitimate and reputable.

Are the reviews on Sam's List real?

Yes. Every review on Sam's List is submitted by someone who has interacted with that firm. We do not allow firms to remove negative reviews or manipulate their ratings. Every reviewer must authenticate through LinkedIn, Google, or Twitter before submitting a review. No anonymous reviews are allowed.

How is Sam's List different from other financial professional directories?

Most other platforms take 5-10% of your annual contract when you hire a firm through them, sometimes in perpetuity. Sam's List takes zero referral fees and zero commissions. Our reviews are verified through social authentication and cannot be removed by the firm, and our matching quiz recommends professionals based on your specific situation rather than who paid the most for visibility.

Does it cost anything to use Sam's List?

No. Sam's List is completely free for anyone searching for a financial professional. You can browse profiles, read reviews, take the matching quiz, and contact professionals at no cost.

Michael Walstedt

5.0 stars · 3 reviews · Serves New Jersey · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation

Fee-only wealth management for young professionals, entrepreneurs, and business owners who want to invest smarter and stop leaving money on the table.

Featured reviews

"Great. That accessibility really showed when my previous firm made an error transferring more funds over. Mike caught the mistake, which I never would have noticed on my own, and worked with me and the other manager unti…"
— Zach Persichetti, 5.0 stars
"My experience working with Mike has been excellent. He is always responsive, easy to communicate with, and takes the time to explain things in a way that is clear and straightforward. I’ve felt confident in the guidance…"
— Ryan Liddy, 5.0 stars
"Although I have only been working with Mike for a short time, my experience so far was been nothing short of positive. From the beginning, Michael has been responsive, thorough, and very easy to communicate with. He make…"
— samantha gallucci, 5.0 stars

Michael Walstedt

Featured reviews

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