Summit Wealth Group is a private wealth management firm whose vision was born out of a simple desire—to enable clients to reach their fullest financial and personal potential. Its 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.

In a time when most people thought of the term "financial planner" as nothing more than a fancy name created by the insurance industry to sell more insurance, the concept was new, and the approach unique. And yet, it was precisely what families desired and needed. Thus, a company was born.

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. The result—a firm that is committed to providing clients with a wider array of customized financial solutions, a superior relational experience and the time to more fully pursue personal passions and interests.

What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at theirs.