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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

The Why

The “Why” behind our work has always been more important than the business metrics.

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Guiding Business Owners

Guiding Business Owners

We believe a comprehensive and customized approach is essential to help business owners understand their options, and chart a course toward their desired outcomes.

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Wealth Management

Wealth Management

We spend meaningful time with clients building the framework for their financial life and making sure our recommendations fit their unique situation.

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Investments

Investments

Where and how to invest is a critical decision when faced with making your money last through your lifetime and beyond.

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Summer 2021 Newsletter is Here!

• Feature Article: What Is Your Diversity Policy?
• Summit Spirit Award: Erin and Stepping Stones of Hope
• Summit U Presents: The Retirement Income Challenge, Teens & Money, Second Saturday
• Staff Spotlight: Welcome Heather and Odette!
• Summit Trivia Challenge

Read More >

Summit University

Summit University plans, develops, and hosts a variety of educational events created with the needs and interests of our clients and community in mind. Click the link below to see what's coming up.

Read More >

CONTACT US

2000 Crow Canyon Place, Suite 450
San Ramon, CA 94583

925.866.7800

[email protected]

Check the background of this firm on FINRA BrokerCheck

RECENT NEWS

We’re Hiring – New Business Coordinator

September 8, 2021

Grandparent 529 Plans Get a Boost Under New FAFSA Rules

August 26, 2021

Four Reasons to Review Your Life Insurance Needs

August 24, 2021

EVENTS

Retire Wise: An Educational Retirement Strategy Workshop

Retire Wise: An Educational Retirement Strategy Workshop Retirement is a time to create the life ...

Retirement Planning Today

This course addresses financial issues that pertain to the self-employed as well as employees of ...

Second Saturday Divorce Workshop

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and ...

Summit Financial Group, LLC All Rights Reserved

2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800

Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. TR#3093842. DOFU 05/2020.