Broker Check

OUR Clients

Our clients include individuals, families, and small business owners that look to us to provide the knowledge they need navigate the financial decisions and challenges they encounter over the course of their lifetime.

Summit Financial Group offers expert financial planning for all aspects of your life – from getting married, having children, paying for college, and planning for retirement. We help our clients manage and use their financial resources wisely so their retirement years can be the best years of their lives.

Our financial services are holistic in nature – we offer and provide expertise not only in financial planning, but also in tax planning/preparation, and college planning. We measure OUR success by your ability to achieve YOUR financial goals.