Samuel Lewis, CFP®, ChFC®


Wilmington, DE

Meets Virtually:

Meets In-Person:

Accepting New Clients:

Fee Models
  • Quarterly Subscription


  • One Time Fee


  • Hourly


Typical Fee (Computed Monthly) *
Ideal Clients
  • Young Professionals
  • Veterans/Military Personnel
  • Medical Professionals
  • Government Employees
  • Newlyweds/Couples
Areas of Specialization
  • Early Career Planning
  • Mid-Career Planning
  • Budgeting
  • College Savings
  • Debt & Credit

I'm Sam Lewis, the founder of SJLF and your Financial Planner. Born and raised in Delaware, I've been fortunate enough to travel the world throughout my life. My diverse work experiences span from farmhand, drafter, and land surveyor to personal trainer, air cargo craftsman, recruiter, and senior enlisted leader. I've also been proudly serving in the military since high school, with a journey spanning almost 25 years!

However, my true passion lies in financial planning.

I wasn't always financially savvy, but after meeting the love of my life, I realized I had to improve. My financial awakening began when I picked up a copy of Kiplinger's Personal Finance magazine in 2013 at an airport gift shop before a family trip to Disney World. That's when I discovered how much I didn't know about the financial decisions that would shape our future.

Since then, I've been on a quest to learn everything I can about personal finance. In 2018, I earned a full Veteran's Scholarship to the American College of Financial Services through the Penn Mutual Center for Veterans Affairs. Today, I'm a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Consultant®.

My mission is to serve you and help you understand your financial situation. Together, we'll set clear goals for your future and map out a well-defined path to guide you there.

I'm excited to be your trusted partner on this journey towards financial success.

Warm regards,

Sam Lewis

Founder, SJLF and Financial Planner

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.