
The Advice You Need.
The Personalized Service
You Deserve.
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.
Our Services
Investment Management
We work with our clients to build a well-diversified portfolio that works specifically for you.
Retirement Planning
We work with you to understand your retirement goals so you won’t be left wondering if you’re saving enough.
Loss of a Loved One
We can help guide you after the sudden loss of a spouse, partner, or loved one.
Dimensional Funds
As a company approved to use Dimensional Funds, Summit Financial Partners can provide impactful investments.