Financial Services for the Richmond VA area

The Advice You Need.
The Personalized Service
You Deserve.

That’s not just a saying. That’s what you’ll receive. At Summit Financial Partners, we are here 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.

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.

Meet The Team

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

Retirement 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

Loss of a Loved One

We can help guide you after the sudden loss of a spouse, partner, or loved one.

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

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.

Learn About Fee-Only

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.

Learn To Save

Why Summit?

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.

Learn The Difference

Summit In the News

Featured In

Inheriting Chaos With Compassion

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.

More About the Book

Listen to Podcast Interviews with Jennifer

The Advice You Need. The Personalized Service You Deserve.