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.
• Feature Article: The 2022 Time Machine
• Summit Spirit Award: Angela and Kids Against Hunger
• Summit University: Our Spring Session is Here!
• Staff Spotlight: Welcome Evan and David!
• Ready to Unload? Our Annual Paper Shredding Event Is Back!
• Summit Trivia Challenge
Summit University plans, develops, and hosts a variety of educational events created with the needs and interest of our clients and community in mind. Click the link below to see what's coming up.Read More >
June 10, 2022
May 27, 2022
May 12, 2022