Broker Check

Welcome to Summit Financial Wealth Advisors. 

For more than 20 years, we have been working closely with individuals, families and businesses developing customized financial solutions to address their unique goals. We work hard to build and continually refine financial plans that enable our clients to achieve their unique objectives without taking unreasonable risk to get there.

And when you work with Summit Financial Wealth Advisors, you are supported by a team of professionals who are focused on your best-interest because we are guided by a fiduciary standard of care that requires us to always put your needs first.

If you want to work with a wealth management team that works as hard as you do and is as committed to your success as you are, let’s start a conversation.  

Let's Get Started

Teamwork on your behalf

When you choose to work with Summit, you have our full team behind you. Every office and every employee is working collaboratively toward helping you achieve your goals.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Building Wealth

Building Wealth

Our prudent approach to building wealth centers on you; your needs and your objectives as well as your ability to save and your appetite for risk.

Learn more
Protecting Your Family

Protecting Your Family

We seek to create strategies to help protect you financially from life events that could threaten to throw you off track.

Learn more
Maximizing Retirement

Maximizing Retirement

Answering “Will I have enough?” is crucial to preparing for retirement. We offer strategies to determine what you’ll need and establish a plan for how to get there.

Learn more
Leaving a Legacy

Leaving a Legacy

Our comprehensive planning helps you to prepare financially for today as well as for generations to come.

Learn more
<p>Comparing Investments</p>

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn More
<p>All Muni Bonds Are Not Created Equal</p>

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.
Learn More
<p>Jane Bond: Infiltrating the Market</p>

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.
Learn More
<p>5 Benefits of Working in Retirement</p>

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.
Learn More

START A CONVERSATION

Thank you!
Oops!