Sam Badgley, NSSA® Advisor · Raleigh, NC

Sam Badgley is a trusted Retirement Tax Specialist at Sam Badgley Inc. in North Carolina, bringing over 34 years of experience as a CPA and a dedicated fiduciary advisor since 2010. Renowned for his expertise in retirement planning and tax strategies, Sam is passionate about helping clients achieve financial security and peace of mind, ensuring they don’t outlive their savings. His personalized approach focuses on developing tailored plans that allow clients to take control of their financial futures. When he’s not guiding clients toward a secure retirement, Sam enjoys creating lasting memories with his grandchildren and exploring new destinations. Choose Sam Badgley for reliable guidance in retirement tax planning and social security, and experience the confidence that comes from having a respected professional on your side.

As a holder of the NSSA® designation in Social Security planning, Sam Badgley brings specialized knowledge of Social Security planning to every client relationship.

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