About Us

Windemere Advisors, LLC uses a holistic approach to wealth management. Our objective is to help manage your wealth in a manner consistent with helping you achieve your life dreams and goals. They provide the context for all of our recommendations and direct everything we do on your behalf. Using a multiple step process, we will prepare a custom proposal that makes specific recommendations for investment strategies and overall management of your assets.

​Windemere Advisors, LLC is a fee-only financial planning and asset management firm formed by Sam Hogan in 2015.  Sam is a CPA licensed to practice in the State of Georgia.  He has nearly 20 years of extensive tax preparation and planning experience involving individuals, small businesses, estates and trusts. 

In addition to being a licensed CPA, Sam holds the PFS credential issued by the American Institute of Certified Public Accountants. Attaining this credential requires core competency in tax, estate, and retirement planning, as well as charitable giving.  A CPA/PFS is required to observe both professional and ethical standards as established by the AICPA. 

In the news

Monitoring & Adjusting

Life does not always go as planned.  We'll be by your side to help you anticipate and deal with life's unexpected changes.  By regularly monitoring and adjusting your plan, we will be ready to recommend options for adjusting your life and wealth program to ensure it continually supports the way you want to live.

Why use a CPA/PFS for financial planning?

Avoiding the Top 10 IRA Rollover Errors.

OUR PROCESS

The most important thing is to define your goals

Unlock the power of a stretch IRA.

​All financial planners are not created equal. Licensed CPAs have long been considered the standard for financial knowledge, objectivity and integrity, prepared to handle the most demanding tax situations.  A Personal Financial Specialist (PFS) credential can only be earned by CPAs, and requires additional education, real-world experience and extensive knowledge to pass a rigorous exam.  A PFS has an unparalleled understanding of how to help clients benefit from today’s complex decisions about taxes, retirement, estate planning, investments and insurance.  A CPA/PFS is more than a financial planner—he or she is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. 

​​​Windemere Advisors, LLC​

Samuel R. Hogan, CPA/PFS