Contact us today
If you have any questions or comments, or would like to get started building your personalized plan
for a secure retirement, please fill out the form below or call 804-290-0162
Summit Financial Partners serves the Greater Richmond region. Our offices are located off of Nuckols Road near Short Pump.
Summit Financial Partners
5231 Hickory Park Drive, Suite A
Glen Allen, VA 23059
Phone: 804-290-0162
Your Risk Assessment
We partner with Andes Wealth Technologies to use their proprietary, multi-dimensional risk tolerance test to get an accurate measure of our clients’ true risk tolerance. We use this assessment to structure their portfolio to fit our clients’ individual risk preferences.