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 2019 Newsletter is Here!

-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

Read More >

17th Charity Golf Tournament Wrap-Up

On September 24th, over 100 golfers gathered at the Blackhawk Country Club to raise money for George Mark Children's House.

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 to Give Like a Billionaire When You Don’t Have Billions to Give

December 11, 2019

College Board Releases 2019-2020 College Cost Data

November 22, 2019

IRS Releases 2020 Tax Brackets

November 19, 2019

EVENTS


Second Saturday Divorce Workshop

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and ...

Retirement Planning Today

This course addresses financial issues that pertain to the self-employed as well as employees of ...

Wealth Creation Today

Nearly every successful professional could benefit from increased financial fluency. Whether you ...

  • 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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