Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia

Financial Services for the Richmond VA area

The Advice You Need.
The Personalized Service
You Deserve.

That’s not just a saying. That is what you will receive. At Summit Financial Partners we work with our clients on a Fee-Only basis to bring clarity to their unique financial situation by developing a financial plan that prioritizes the right investments for them, all while anticipating life’s many transitions.

About the Summit Team

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.

Meet The Team

Jennifer Luzzatto, founder and president of Summit Financial Partners

Our Services

At Summit Financial Partners, we provide personalized solutions to help you reach your financial and retirement goals.

Investment Management

We work with our clients to build a well-diversified portfolio that works specifically for you.

Learn To Invest

Financial Planning

We work with you to understand your retirement goals so you won’t be left wondering if you’re saving enough.

Learn To Live

Life Transitions

We can help guide you major life transitions including the loss of a loved one, divorce, or inheritance.

Let Us Help

Dimensional Funds

As a company approved to use Dimensional Funds, Summit Financial Partners can provide impactful investments.

Learn About DFA

Who We Are

We are a woman-owned, independent-advisory firm. As Fee-Only fiduciaries, we act with your best interest in mind. When it comes to something as serious as planning for your life goals, you can trust that we’re always working for you and only you.
Learn About Planning

Meet the Summit Financial Team - Michael Sigmon and Jennifer Luzzatto

Staff review a planning document

Who We Serve

All of our clients receive both investment management and financial planning services for a in-depth look at their financial lives.
Learn To Save

Why Summit?

At Summit Financial Partners, we partner with you, and make listening a priority. We learn about your financial goals, then provide personalized recommendations on how to best invest, protect, and grow your financial assets.
Learn The Difference

Jennifer Luzzatto describes Summit Financial's processes

Summit in the News

Featured In
Forbes
Inc
Virginia This Morning
MSN
In The News


Inheriting Chaos with Compassion book cover

Inheriting Chaos With Compassion

Best-selling author and Summit Financial President Jennifer Luzzatto provides expertise to help you handle the new financial responsibilities you inherited in the wake of a family member’s passing.
More About the Book

Jennifer Luzzatto’s Book Interviews

Jennifer has been interviewed by a number of different podcasts who have all had her share her experiences. If you’re interested in finding out more about Jennifer or want to hear more about her story, then listen to these interviews.

Listen to Podcast Interviews