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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Spring 2019 Newsletter is Here!

-Feature Article: The Beat Goes On
-Summit Spirit Award: Laura and Pam
-Summit University Spring Schedule
-Staff Spotlight: Welcome Janine Keeperman
-Keep or Toss? Your A-Z Guide to Document Retention
-Event: Spring Cleaning Paper Purge
-A Little Ray of Sunshine: Baby Zayn Arrives!
-Save the Date: Our 17th Annual Charity Golf Tournament
-Summit Trivia Challenge

Read More >

7th Annual Summit Symposium

Once again held at the beautiful Palm Event Center in Pleasanton, our Summit Symposium was a day to remember!

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


How Much Money Should a Family Borrow for College?

May 1, 2019

Test Your Knowledge of Financial Basics

March 29, 2019

The Transformative Rise of Women in the Workforce — and the Remaining Gaps

March 8, 2019

EVENTS


Retirement Planning

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 consider your next steps and ...

  • Summit Financial Group, LLC All Rights Reserved

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. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information 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#2142988. DOFU 07/30/2018.



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