Broker Check
It May Be Time for a Financial Checkup Ready for Retirement? Women and Retirement

Please click here for Award Disclosures 

Welcome to Summit Financial Wealth Advisors

OUR OBJECTIVE:  "Reasonable Rates of Return Without Undue Risk"

When David Daniel and Fred Werner decided to form Summit Financial, they had one goal in mind: to always put their client's needs first. This philosophy has been passed on to everyone on their team and it shows. In the end, their client's success is their own and that's the basis for everything they do.


Check out the backgrounds of these investment professionals on FINRA's BrokerCheck.

Why Summit?

Learn more

Our Services

Learn more

Have a Question

Thank you! Oops!