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Quarterly performance reports and fee calculations can be found in your Morningstar vault:

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TD Ameritrade Institutional serves as the Custodian to client assets:

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We use primarily Dimensional Mutual Funds for our clients.  Their public website can be found here:

Dimensional US

Everplans

Virtual vault for estate planning purposes.

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Summit Financial Partners Brochure

Summit Financial Partners ADV Offer and Summary of Changes

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© 2018    Summit Financial Partners I 5231 Hickory Park Drive I Suite A I Glen Allen, VA 23059 I 804-290-0162

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