Summit Financial Group is a comprehensive planning and wealth management firm providing insight and solutions that assist clients with their financial dreams. Our goal is to educate clients so they understand their financial picture in order to implement solutions that match their priorities and resources. We aim to be the trusted resource for our clients and earn that distinction by consistently treating their wealth as if it was our own.
The “Why” behind our work has always been more important than the business metrics.
We spend meaningful time with clients building the framework for their financial life and making sure our recommendations fit their unique situation.
- The Sandwich Generation - Financial impact of supporting children and aging parents
- 15th Annual Charity Golf Tournament
- Summit U: Teens and Money
Sign up to play in the Summit Annual Charity Golf Tournament taking place September 18, 2017 at Ruby Hill Golf Club.
September 11, 2017
August 30, 2017
June 18, 2017