Mark Samson

Mark Samson

President, Senior Financial Advisor

Phone: (215) 693-5000
Fax: (215) 240-1993
E-mail:
 

Over the past 27 years, Mark has built a team of experienced professionals and together they have established a loyal client base by providing sound financial advice and excellent client service. Understanding that clients want a trusted partner beside them, someone who has their best interest at heart, is at the core of everything Samson Wealth Management Group does. “My goal is to help clients sleep well at night.” Mark takes time to understand each client's individual goals and risk tolerance, and with the help of his team, designs a portfolio that balances growth, income and asset preservation. Mark is known for being accessible to clients and works closely with their other advisors, including attorneys and accountants, to focus on total wealth management. 

In 2012, after spending his career in a corporate environment, Mark moved his team, becoming an independent business owner within the Wells Fargo Advisors Financial Network. This move allows him to combine his resourcefulness and belief in personal excellence with the resources of a large financial institution. Samson Wealth Management Group serves investors with portfolios of $1,000,000 or more, and manages more than $500 million for clients.

Deeply committed to acting in his clients' best interests, Mark has received numerous awards for his contributions to the brokerage industry and the metropolitan Philadelphia area. Prior to founding his own business, Mark served as a Managing Director – Investments within Wells Fargo Advisors. From 2005-2018 he received their Professional Excellence Award and was named a member of the Premier Advisor Program, held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism. In 2009 he was named a Top Wealth Advisor in the Greater Philadelphia area by the Philadelphia Business Journal.  In 2009 Mark was listed in “Barron's Top 1,000 Advisors” * - selected as one of Pennsylvania's top 40 Advisors and in 2018 named as a Forbes Top State-by-State Advisor in Pennsylvania**.  Mark is regularly invited to attend the prestigious Barron's Top Advisor and Barron's Advisory Teams Summits.

Mark and his wife Lynn believe that giving back to the community is a family activity. Over the years Mark, Lynn and their two children, Jake and Allie, have supported the American Cancer Society's Relay for Life-participating in the two-day walk as part of a friend's team. This walk includes over 4 million people in 20 countries each year. 

A firm believer that all children should have access to organized sports, Mark has provided financial support, coached, and sponsored numerous teams for The Upper Dublin Junior Athletic Association. The UDJAA provides organized sports to over 5,000 youth participants each year.  Mark also currently serves as a member of the Board of Trustees for Congregation Beth Or in Maple Glen, PA

When not spending time with his family down the shore, Mark enjoys watching sports and playing an occasional game of golf.  His son Jake is entering his senior year at University of Maryland and his daughter Allie will start at University of Delaware in the fall.

 

*The rankings are based on data provided by thousands of advisors.  Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.

**Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.  Investment performance is not a criterion.