Updated November 20, 2023
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Summit Wealth Partners, LLC

Investment Advisor Firm
Total assets under management$566M
Years in business8+

About Summit Wealth Partners, LLC

At Summit Wealth Partners, LLC, a financial advisory company with nearly 40 years of experience, individuals and families receive comprehensive financial planning services, investment advice, asset management, insurance planning, tax planning, estate planning, and business solutions planning. While these services may be similar to what other financial advisors offer, their focus on providing a sense of security through their work sets Summit Wealth Partners apart.

The team at Summit Wealth Partners understands that peace of mind is a fundamental reason people seek financial planning. Whether clients already have a plan that needs validation or require assistance creating a comprehensive financial plan from scratch, the ultimate goal is to establish a sense of security. While it's impossible to eliminate all risks or know all financial outcomes with certainty, Summit Wealth Partners believes that implementing a fully developed financial plan can help mitigate many risks and prepare for unknowns by stress-testing various scenarios.

Summit Wealth Partners is dedicated to its clients' well-being and operates in their best interests. Unlike some firms affiliated with large banks or brokerage firms, Summit remains transparent and honest while fostering trustworthy relationships. Acting as fiduciaries, first and foremost, has always been ingrained in the company's culture, even before it became an industry requirement.

The exceptional service Summit Wealth Partners provides begins from day one and continues throughout the client's lifetime. The firm takes pride in nurturing lifelong relationships with its clients by offering strategic discussions to implement savings plans, managing hard-earned money on an ongoing basis, and guiding clients through retirement distributions. Ultimately, Summit's mission is to provide peace of mind for individuals, families, businesses, and employees seeking reliable financial planning services.

Pricing options

Monthly Fee
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Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Advice
  3. Asset Management
  4. Insurance Planning
  5. Tax Planning
  6. Estate Planning
  7. Business Planning

More about Summit Wealth Partners, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
28364812

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