The Advice You Need.
The Personalized Service
About the Summit Team
Summit Financial Partners helps individuals and families reach their financial goals and enjoy the comfortable retirement lifestyle that our clients have always dreamed of.
For nearly twenty years, our dedicated team of fiduciary advisors has been providing transparent, straightforward, fee-only wealth management and investment services that our clients trust and recommend to their families and friends.
We work with our clients to build a well-diversified portfolio that works specifically for you.
We work with you to understand your retirement goals so you won’t be left wondering if you’re saving enough.
Who We Are