Summit Wealth Group
Summit Wealth Group’s inception dates back to 1985 when CEO, Randy Morris, founded Executive Financial Planning, Inc. (EFP) with a desire to provide independent, customized advice to clients with a financial planning emphasis.
Over the course of the next 17 years, EFP grew to become one of the largest independent financial advisory firms in the nation. The formation of Summit Wealth Group in the fall of 2002 was a deepening of that initial vision.
Since establishing our headquarters in Colorado Springs, our focus has been on expanding our reach into other parts of the country. Today, Summit Wealth Group is located in 4 different states with 7 total branch offices. In addition, Summit owns a tax and accounting firm, Summit Accounting Solutions, which allows us to provide more comprehensive financial planning to our clients.
Our core values include:
Excellent Client Experience
- Passionately pursue excellence
- Provide an exceptional client experience
Teamwork and Growth
- Build positive team and family spirit
- Committed to financial health of our clients, team and company
- Pursue personal and professional growth and development
Ownership and Accountability
- Accountability: ownership in what we say, do and how we act
- Demonstrate godly character through humility and respect
- Nurture client trust with empathy and integrity
- Develop long term relationships with our clients & the SWG family
- Committed to listening and communication skills
At Summit Wealth Group, we talk a lot about your dreams. After all, it is your dreams that can help bring fulfillment in life. So what are your dreams? Do you wish to travel, have more time to spend with family, leave a lasting legacy, give to charities, have a comfortable retirement?
We believe through a carefully constructed and accountability-based implementation of the plan, utilizing our team-based approach we can help our clients realize their dreams. In fact, Summit Wealth Group exists so our clients can devote their time and energy to pursuing and appreciating life.
Our mission is to be your trusted financial team of professionals with experience, dedication, and an unwavering commitment to excellence.
Helping you navigate the path to a better, more secure future.