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.

Do international/expats need a financial advisor?

International/Expats are people with income, accounts, or filing obligations in more than one country, so working with a financial advisor who understands that situation can save money and prevent costly mistakes. On Sam's List you can compare Financial Advisors by verified client reviews and reach out directly.

How do I choose a financial advisor for international/expats on Sam's List?

Filter to Financial Advisors who work with international/expats, read real client reviews, compare pricing, and contact them directly. There are no referral fees or commissions.

Expat Financial Advisors

International/Expats are people with income, accounts, or filing obligations in more than one country, which calls for a financial advisor who understands their situation. These Financial Advisors build long-term financial and investment plans for these clients, and every profile shows verified client reviews with no referral fees.

2 financial advisors. 2 client reviews. Used by 200,000+ business owners and high net worth individuals.

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CAPTRUST — 1 review
Insight Matters — 1 review

What clients are saying

"Captrust provides a great service with a high touch feel. They have gone above and beyond me and my family's expectations."
— Matthew, 5.0 stars, for CAPTRUST
"Valon provided clear, actionable advice tailored to my business structure. He spent the time to understand my business and how it's changed over the y…"
— Bunty SomRoy, 5.0 stars, for Insight Matters

Frequently asked questions

Do international/expats need a financial advisor?: International/Expats are people with income, accounts, or filing obligations in more than one country, so working with a financial advisor who understands that situation can save money and prevent costly mistakes. On Sam's List you can compare Financial Advisors by verified client reviews and reach out directly.
How do I choose a financial advisor for international/expats on Sam's List?: Filter to Financial Advisors who work with international/expats, read real client reviews, compare pricing, and contact them directly. There are no referral fees or commissions.

Expat Financial Advisors

Browse related profiles

What clients are saying

Frequently asked questions

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