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Summit Financial Partners

Your trusted partner in personalized wealth management.

The Advice You Need.
The Personalized Service You Deserve.

That’s not a saying. That’s what you’ll receive.
We are here at Summit Financial Partners to help ensure you realize your retirement goals. Our ongoing and knowledgeable
fee-only fiduciary wealth management and investment advisory services are individualized to meet the true needs of you and
your family. No one else’s. Just yours. That’s our promise.

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Recent Book

Best-selling author Jennifer Luzzatto provides expertise to help you handle the new financial responsibilities you inherited in the wake of a family member’s passing.

Listen to Jennifer’s Podcasts

Who We Are

As independent, Fee-Only Fiduciary Advisors, we act with your best interest in mind. When it comes to something as serious as planning for your retirement, you can trust that we’re always working for you and only you.

Investment Services

Don’t be left wondering if you’ve saved enough for retirement. We provide a wide array of wealth management and financial planning services to help make your journey to a secure retirement smooth and stress-free.

Our Process

At Summit Financial Partners, we partner with you. We listen. We learn about your financial goals. We then provide personalized recommendations on how to best invest, protect, and grow your financial assets.
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