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Samuel Deane

Samuel Deane, @samueldeane

Founder, Deane Wealth Management

Samuel Deane is a financial planner and founder of Deane Wealth Management, an independent investment advisory firm for tech employees. After spending some time working in an industry traditionally reserved for wealthy baby boomers, Samuel realized that he could provide wealth management and financial planning services more efficiently for his generation. His expertise allows him to help clients pay less in taxes, take sabbaticals, pay off debt, and become financially independent. Samuel has worked with clients from well-known companies like Google, Meta, Spotify, Airbnb, and more. He's also been featured in top media outlets and recognized by Investopedia, Business Insider, Financial Advisor Magazine, and more.

Articles from this author

Financial Advisors — 3 min read

The Great Wealth Transfer: How Younger Generations Are Changing the Game

Financial Advisors — 3 min read

The Rise of Life Planning: How to Have Meaningful Conversations

Financial Advisors — 3 min read

How To Implement Estate Planning Into Your Financial Planning Process

Financial Advisors — 5 min read

What is Trust & Will Attorney Support

Financial Advisors — 4 min read

Top 10 Common Misconceptions Clients Have About Estate Planning

Financial Advisors — 4 min read

Common Estate Planning Questions From Clients

Estate Planning — 4 min read

The Role of Millennials and Gen Z in Shaping the Great Wealth Transfer

Estate Planning — 4 min read

Why Financial Planning Firms Should Offer Estate Planning To Their Clients


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