Sam Norton is a Financial Advisor at The Yanker Group who partners with individuals and families navigating increasingly complex financial decisions. Based in the St. Louis area, Sam helps clients bring clarity and organization to their financial lives through comprehensive financial planning and wealth management—so they can focus on what brings them joy.
Sam’s approach is rooted in disciplined, goals-based planning, combining thoughtful analysis with a relationship-driven style. He serves as a valued advisor who provides strategies directly or coordinates with best-in-class professionals to deliver a “family-focused-office-style” planning experience without the traditional barriers.
After earning a degree in Economics from Rockhurst University, Sam began his career in 2016 as an investment banker. He later transitioned to wealth management; drawn to work directly with individuals and families in a long-term, relationship-driven capacity. Sam earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2024 and the Certified Exit Planning Advisor (CEPA®) designation in 2025. He remains committed to continuous learning to better serve clients as their needs evolve.
Outside of his advisory work, Sam serves on the Board of Directors for The Buddy Fund and chairs its annual golf tournament. He lives in the St. Louis area with his wife Ali, and their daughter Eliza. He enjoys golfing, family time, and supporting local businesses and community initiatives.
Areas of Expertise
• Holistic Financial & Retirement Planning
Bringing clarity and structure to complex financial decisions through integrated, goals-based planning that supports confident decision-making before and throughout retirement.
• Investment Strategy & Wealth Management
Designing disciplined, long-term investment strategies aligned with objectives, risk tolerance, and evolving life circumstances.
• Advanced Tax Planning & After-Tax Optimization
Using proactive and advanced planning strategies to reduce taxes today while improving long-term, after-tax outcomes.
• Exit & Succession Planning
Guiding business owners through the financial, tax, and personal considerations involved in transitioning ownership and preserving long-term value.
• Wealth Protection & Legacy Coordination
Managing risk and coordinating estate and legacy planning to help preserve wealth and support future generations.