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Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375

OUR HISTORY AND PHILOSOPHY

Our History


  • January 1991
    Liz Sampson joins Waddell & Reed
    Liz is introduced to financial planning and leaves a fulfilling career as a university administrator to pursue her new passion for financial planning with Waddell & Reed.
  • April 2000
    Rick West launches financial career
    Rick exits the architectural industry after 9 years to pursue his zest for finance ... begins writing a financial newsletter, providing market insights on the radio, teaching investment seminars, and conducting technical market analysis for commodity & currency trading firms.
  • December 2009
    Rick West joins Waddell & Reed
    Rick begins his financial planning practice with Waddell & Reed.
  • May 2013
    Liz & Rick meet
    Liz and Rick first realize the similarities in their approach to financial planning and client service -- beginning the foundation of their partnership.
  • November 2015
    Sampson West & Associates, Inc.
    As Liz likes to say, "After having business dated for a number of years", Liz & Rick merge their practices by forming a team.
  • May 2018
    Concord River Financial (CRF)
    Team "Sampson West & Associates" begins to do business as "Concord River Financial" in an effort to better reflect their client-oriented philosophy and long term commitment to their clients' financial interests.
  • June 2019
    Acton, MA office
    Concord River Financial relocates their Massachusetts office to Acton, MA, in addition to affiliated office in Epping, NH.
  • July 2021
    Waddell & Reed acquired by LPL Financial
    As a result of the acquisition of Waddell & Reed by LPL Financial, Concord River Financial aligns with broker dealer LPL Financial.
  • May 2022
    Carl Marchitto welcomed as new Partner
    Rick and Liz welcome Carl Marchitto as a Concord River Financial Partner
  • May 2023
    Woburn, MA office
    CRF adds a second branch office in Massachusetts, located in Woburn

Guiding Principles and Philosophies



The historic Old North Bridge in Concord, MA, located just a few short miles from our Concord River Financial (CRF) main office, served a significant role during the American Revolutionary War and the birth of our nation. It is here that the founders of CRF took inspiration when establishing CRF's guiding philosophies and principles.



Whether a bridge is constructed to cross a stream or a raging river, no two bridges are the same as each has its own purpose, style and obstacles to overcome. At the heart of CRF's core philosophy is that every client deserves their own uniquely designed "bridge" to assist in crossing their own personal "river".


In today's complex, ever-changing financial landscape, we work with you to create and execute your customized plan to help bridge the gap between today's dreams and aspirations, and tomorrow's realities.