Our History

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.

Rick exits the architectural industry after 9 years to pursue his zest for finance ... launching a financial career that includes writing a financial newsletter, providing market insights on the radio, teaching investment seminars, and conducting technical market analysis for commodity & currency trading firms.

Rick begins his financial planning practice with Waddell & Reed.

Liz and Rick first realize the similarities in their approach to financial planning and client service -- beginning the foundation of their partnership.

As Liz likes to say, "After having business dated for a number of years", Liz & Rick merge their practices by forming a team.

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.

Concord River Financial relocates their Massachusetts office to Acton, MA, in addition to affiliated office in Epping, NH.

As a result of the acquisition of Waddell & Reed by LPL Financial, Concord River Financial aligns with broker dealer LPL Financial.

Rick and Liz welcome Carl Marchitto as a Concord River Financial Partner and expand the practice to include a third office location in Connecticut.