About Us

Summit Financial isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours.
That’s how we take you from now to next.

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Our Investment Philosophy

We want to partner with you and your family for a lifetime. At Summit, everything starts with getting to know you. We want to understand where you and your family are now and where you hope to be next.