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 Kids Are All Right - Planning for the Next Generation
-Summit Spirit Award: Connor Merrigan supports the Alzheimer's Association
-Our 17th Annual Charity Golf Tournament: Get to know this year's beneficiary, George Mark Children's House.
-Summit University Summer Schedule: Teens & Money, Second Saturday
-Summit Trivia Challenge
It’s that time of year! Break out those clubs and join us on the golf course in support of a wonderful organization.Read More >
August 21, 2019
June 10, 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 ...