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Our Approach

A Personalized, Hands-On Approach

We get to know our clients. We understand who they are and where they want to go. Not only in the immediate future, but over the course of their entire life, too. We rely on consistent communication with them. When you become a client, you can expect us to dig in to learn about what’s most important to you. You can expect a plan that's tailored for you, but one that also adapts to your changing goals and dreams. 

We Dig In To Understand Your Lifelong Goals

We Dig In To Understand Your Lifelong Goals

If you’re like many of our clients, you probably think in terms of life goals rather than financial goals. We start by understanding what those goals are. What matters most to you? 

We Don't Lose Sight of Your Short-Term Objectives

We Don't Lose Sight of Your Short-Term Objectives

Whether you’re planning ahead for retirement or supporting a growing family, you need a plan that accounts for today and tomorrow. You need a plan that's based your unique time horizon and risk tolerance.

A Loyal Partner For Every Life Stage

No matter where you are on your journey, we can help. 

Starting Out on Your Journey

Starting Out on Your Journey

Growing Your Wealth & Family

Growing Your Wealth & Family

Nearing or Planning to Retire

Nearing or Planning to Retire

Enjoying Retirement Life

Enjoying Retirement Life

All Your Goals & Guidance, All in One Digital Place with AdviceWorks

All Your Goals & Guidance, All in One Digital Place with AdviceWorks

This easy-to-use digital platform allows you to collaborate better with your Summit Financial Group team. Now you can see all your finances — in one place. Set goals and measure progress. All without ever leaving your keyboard or mobile device.

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Browse the Knowledge Library

Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.
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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
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Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?
Learn More

About Us

Our experienced "hands-on" approach to financial guidance ensures that making your dreams a reality is our priority as we strive to keep you focused on your goals with continuous advice.

About Us

Our Team

Backed by 25 years of experience, our loyal team works hard to foster partnerships and work out of a local office to stay accessible to our community at all times.

Meet the Team

Contact Us

Ready to start building a custom financial plan that reflects your current life stage and your goals for the future? Let's chat about how we can help you reach financial clarity.

Contact Us