Holistic Wealth Management for Your Unique Needs

Yes, Summit Financial Group acts as a fiduciary for our clients’ accounts, meaning we are legally and ethically obligated to act in your best interests at all times.

Our Financial Advisors at Summit are relationship-focused rather than product-focused. We prioritize understanding your unique goals and needs, offering personalized strategies and regular meetings to ensure your financial success.

Our advisor-client relationship is built on trust and regular communication. We set up meetings based on your needs and goals, ensuring that our advice is always aligned with your financial objectives.

Summit Financial Group employs proactive tax planning strategies to help you minimize tax liabilities. This includes tax-efficient investment options, strategic asset allocation, and personalized advice to optimize your tax situation.

Our advisors offer comprehensive life planning services, including education funding for children, care planning for aging parents, and strategies for unexpected life events. We ensure that your financial plan supports the people and causes you care about most.

We analyze your financial situation to provide tailored advice on balancing debt repayment and investment. Our goal is to help you achieve financial stability and growth by considering factors like interest rates, investment returns, and your long-term goals.

Summit Financial Group offers personalized financial education and planning services. We help you understand your financial situation, set realistic goals, and develop strategies to achieve them, giving you greater control and confidence in your financial future.

Yes, we can guide you through your options when leaving an employer, including rolling over your 401(k) to an IRA, transferring to a new employer’s plan, or other strategies to maximize your retirement savings.

Summit Financial Group works with a diverse range of clients, including individuals, families, and businesses to determine strategies for all areas of their asset management plans. We tailor our services to meet the unique needs of each client.

We offer a wide range of investment services, including financial planning, asset allocation, portfolio management, and investment consulting. Our advice is tailored to your individual goals, risk tolerance, and financial circumstances.

We conduct a thorough assessment of your financial situation, including your goals, risk tolerance, and time horizon. This allows us to design a personalized investment strategy that aligns with your objectives and adapts to changes over time.

As a fee-only firm, Summit Financial Group is compensated solely by client fees, eliminating potential conflicts of interest from commissions. This ensures our advice is always in your best interest.

We provide comprehensive estate planning services, including wills, trusts, and strategies for tax-efficient wealth transfer. Our goal is to help you protect and pass on your assets according to your wishes.

Our retirement planning strategies include assessing your retirement goals, calculating your retirement needs, and developing a plan to achieve them. We consider factors like Social Security, pensions, and investment income to ensure a secure retirement.

Our team continuously monitors changes in tax laws and financial regulations to ensure our advice remains current and effective. We provide timely updates and adjust your financial plan as needed to comply with new regulations.