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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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Fall 2020 Newsletter is Here!

-Feature Article: In Search of Perspective
-Summit Spirit Award: Cristina, Trips for Kids Marin
-Summit U: We’ve Gone Virtual!
-Newborn News: Baby Claire has arrived and she’s ADORABLE!
-Sneak Peek: Preview Our Office Makeover
-Staff Spotlight: Welcome Robert, Martha, and Jeffrey

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Summit Symposium Series

Join us virtually for our Summit Symposium Series. We hope you will take time out of your busy lives to join us. We feel certain it will be worth your while! Please click below for the dates and times for all our presentations, along with bios on the speakers and how to RSVP. Come … let us Entertain, Educate and Inspire you!

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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

Should You Pay Off Student Loans Early or Save More for Retirement?

November 5, 2020

Seeking Sun or Savings? Explore a Retirement Move

October 28, 2020

Incapacity and Advance Medical Directives

September 23, 2020

EVENTS

Retire on Purpose Webinar

Summit Financial Group invites you to attend our LIVE Zoom webinar: Retire On Purpose Retirement ...

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.