Summit Financial Group

Summit Financial Group, LLC is a comprehensive financial planning and wealth management firm dedicated to providing insight and solutions that assist our clients in the pursuit of their financial independence. Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions. Only then can we perform the analysis necessary to recommend proper action steps. Our goal is to educate clients so they understand their financial picture, and implement solutions that match their priorities and resources. In today's marketplace, media coverage and massive amounts of information are often mistaken for wis­dom and perspective. As markets, financial products, and tax laws become more complex, clients are best served by having a comprehensive financial plan created and monitored by competent, caring professionals. We aim to be the trusted resource for our clients, and earn that distinction by consistently doing what is in their best interests. We invite you to learn more about our practice through an introductory meeting with our team. At Summit, we know you face a maze of financial choices and decisions. We look forward to helping you solve the puzzle and implement a wealth management plan tailored to your unique goals.