Summit Financial Planning is now Summit Financial Partners.
A new year, a fresh look, and an unwavering commitment to our clients, Summit Financial Planning is proud to kick off 2018 with an updated brand that better reflects who we are and the services that we provide.
This new branding is an outgrowth from conversations with you, our wonderful clients, about our collaborative process and fiduciary fee structure.
First, you will see a new name. We have changed from Summit Financial Planning to Summit Financial Partners. Although the difference is subtle, Summit Financial Partners better depicts who we are, the services we provide, and the special partnership we have with each one of you. As a result of focus group interviews, it became clear that what you value most about your experience with us is our partnership, and we could not agree more. We were very happy to hear that and feel that we truly are your financial Partners.
You will also notice that we have updated our website, along with our logo, and email addresses. These changes better reflect our new brand and provide a more streamlined look and feel. While our service model has not changed, our hope is that this new look more accurately describes our services and how we work with you.
Please visit us at:
Our new email addresses are:
President, Summit Financial Partners