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.
-Stay or Leave? A Retirement Conundrum
-Summit Spirit Award: Kimberlee Kelso McKinsey
-Our 17th Annual Charity Golf Tournament Wrap-Up
-Staff Spotlight: Welcome Dash Grammer and Nik Linton
-Summit University Fall Schedule
-Community Corner: Blue Star Moms Donation Opportunity
-Summit Trivia Challenge
On September 24th, over 100 golfers gathered at the Blackhawk Country Club to raise money for George Mark Children's House.Read More >
November 22, 2019
November 19, 2019
October 15, 2019
Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and ...
This course addresses financial issues that pertain to the self-employed as well as employees of ...
Nearly every successful professional could benefit from increased financial fluency. Whether you ...