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Financial Guidance

Customized Financial Planning and Investment Management

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 Experience Less Worry

Personalized Financial Planning, Nationally-Recognized&#160;<br/>

Personalized Financial Planning, Nationally-Recognized 

At some point, everyone will face complicated money-related decisions. Our "Best-in-State" financial planning and investment management services, as recognized by Forbes Magazine, are custom-tailored so that you can find confidence and feel prepared on your wealth-building journey.

April 2025, Summit Wealth Group was named by Forbes as 2025 Forbes Best-In-State Wealth Advisors based on data gathered from June 2023 to June 2024. No compensation was provided to Shook Research to obtain inclusion on the list, but there is a licensing fee to utilize the Forbes logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found here.

WHAT OUR CLIENTS ARE SAYING

"Summit Wealth Group has a lot of depth behind the scenes from the planning knowledge to investments, to tax planning as well as estate planning. They have access to CPAs and attorneys as well which makes them pretty much a one-stop shop"

- Paul B.

The statement was provided by a client on 12/02/24. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

"They do not sell you on anything, but serve you in everything"

- Judson R.

This statement was provided by a client on 03/21/2023. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

"We are happy to have Summit Wealth Group's financial perspective with military retirement."

- Peggy C.

This statement was provided by a client on 06/16/2023. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

"Summit Wealth Group has given me the peace of mind so I do not worry about my retirement. For me, that is priceless."

- Linda P.

This statement was provided by a client on 04/29/2023. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

To view all Summit Wealth Group public reviews or to leave a review, please visit our Google location pages, located here.

Why do we exist? To Help You 'Live Fully'

At Summit Wealth Group, we talk a lot about the concept of living fully. You see, we believe money is a tool—not the goal. That’s why we help you create clarity and confidence in your finances, so you can stop second-guessing decisions and start focusing on the people and experiences that matter most. In the video below, you will find out specific examples of how we do this with clients.

With a clear plan and ongoing guidance, you can experience less worry and focus more on what matters most to YOU. That's what it means to Live Fully.

GET STARTED IN 3 EASY STEPS

Step 1: Click the "Schedule a Meeting" Button Below

Click the button below to find a time that works best for you to meet with one of our advisors. 

Step 2: We Meet for 30 Minutes

We will connect you in person or virtually with one of our award-winning Financial Advisors from around the country. The purpose of this complimentary meeting is to get to know you and outline exactly where we can add value to your journey.

Step 3: We Develop a Game Plan

This will clarify your journey to building wealth and financial contentment.

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10 Mistakes Made in Retirement

Free E-book

We see a lot of unforced errors when individuals do their own retirement planning, which can be costly. Our financial advisors have written an e-book highlighting 10 of them so that you can avoid these pitfalls. This e-book is our gift to you!

Download Here

Your Journey to the Summit

Trying to navigate to the top of a mountain is challenging. It is even more challenging without a guide. Similarly, trying to navigate to financial contentment can be challenging and inefficient without help. Unless you have a degree in finance, it is not easy to find answers to questions like:

  • How much should I contribute to my 401k?
  • When can I retire?
  • How can I be sure I’m not spending more in taxes than I need to?
  • Can I afford a new home purchase?
  • When should I start withdrawing Social Security?
  • How should I invest wisely, without taking on too much risk?
  • What should I do with my recent inheritance?

What many don’t realize is that getting the answers wrong to questions like these can be catastrophic and set you back years.

Individuals, families, and business owners all face unique challenges and opportunities throughout their financial journey. Whether you are preparing for retirement, saving for college, going through a life transition, recently received an inheritance or sudden windfall, or you're simply looking to get on the fast track towards your financial goals, our personalized service focuses on your specific needs.

Over the course of 30+ years in the industry, we have seen it all, and have helped a countless number of people live a meaningful and purpose-driven life, made possible through diligent financial planning and investment management. Our team of financial advisors and planners is thorough in our initial meetings, so we can build a financial plan totally customized to you, your family or your business, and then help you make sense of it. Then, through an ongoing relationship, we keep in contact with you to help guide you through life’s most critical financial decisions that may arise. We look forward to helping you navigate the path to a better, more secure future!

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How Are We Different?

Planning-First Approach

We take financial planning to the next level. Financial planning is the most critical aspect of establishing and reaching financial contentment and, as such, we have dedicated an entire department to the process. We combine the industry's best software, with our team's decades of experience to help you make sense of it all. Our financial planning process involves several sets of eyes on your plan.


More thorough planning means more financial opportunities identified and less holes to minimize the risk of potential threats to your plan.

Flat Fees for Financial Planning

Unlike many wealth management firms, Summit doesn't require clients to have a certain amount of assets before offering our services. No matter where your financial starting point is, expect to receive highly personalized financial planning, specific to your situation.


We offer various levels of financial plans with price points determined by complexity, so that way you are only paying for the level of planning directly applicable to your situation.


Our financial plans are designed to be useful, practical, and thorough, so you can implement on day 1 and make the financial decisions you are facing with confidence.

Subject Matter Experts

Driving our company is the concept of providing an exceptional client experience, and our team has been assembled with this in mind.


The specific knowledge each team member possesses spans throughout all areas of financial services. The Summit team can provide tax planning through our CPAs on staff, insurance analysis through licensed insurance professionals, financial planning with over 15 CERTIFIED FINANCIAL PLANNERTM professionals on staff, and an in-house investment committee.


In addition, we place an emphasis on hiring and training at least two support staff for every one advisor. This investment in our team allows more eyes on every account which allows us to provide indispensable service to our clients.

Investment Options

We are an independent advisory firm. Being a part of Summit Wealth Group means you have access to a wide array of investment options.  Our advisors can act in your best interest and offer these options without pressure from sales quotas.

Fiduciary Asset Managers and Financial Planners

We are not interested in selling you products, we are in the business of helping you achieve your desired lifestyle. To align our company vision and our client needs, each of our advisors are fiduciary asset managers and financial planners, meaning we have a legal obligation to act in your best interest.

Relationship Focused

We strive to address your needs of today, and for many years to come. We often find throughout the years our clients become some of our closest friends. Together we work through all of life's challenges and opportunities, helping you navigate it financially.

Financial Tip Friday
Video Series

"Financial Tip Friday" is a video series of exclusive content filmed by Summit Wealth Group financial advisors, emailed to you weekly! These 3-minute videos are packed full of value and offer practical and useful tips that you can immediately apply to your life. The best part? This video series is completely free! Click subscribe here to sign up.

Subscribe Here

Contact a Summit Wealth Group Branch Office

AZ: Scottsdale | CO: Colorado Springs | CO: Denver | CO: Lakewood | MS: Ridgeland | MS: Meridian | SD: Rapid City | TN: Memphis | TN: Nashville

Not Located Near a Summit Office?

Not Located Near a Summit Office?

We have clients located throughout the United States, and even in other countries. While we always enjoy meeting in person, we understand it is often not possible or convenient. Thanks to technology, we have the capability to use web-based video conferencing to meet with you from the comfort of your own home!

Benefits of meeting with a Summit Financial Advisor remotely:

  • Time: Save travel time and costs
  • Convenience: Conference multiple people from any location into the same call (spouse, kids, parents)
  • Service: Take full advantage of the services Summit offers from anywhere in the country
  • Security: Share confidential information securely through our secured portals
  • Relationship: Experience the relationship and trust-building process with your advisor through face-to-face interaction

About Summit Wealth Group

For Individuals and Families

Every day, people face really tough decisions when it comes to their finances:

  • How should I allocate investments in my 401(k) in a way that's right for me?
  • When do I know if I've saved enough for retirement?
  • Should I use extra dollars to pay off debt or save more in a retirement fund?
  • How can I manage the cost of college for my children?
  • What should I do with a recent inheritance or sudden windfall? 

These are questions that you will find a wide range of answers to on Google and the reason is because there isn't a one-size-fits-all answer. Finding the correct answer for you means accounting for a variety of individualized factors.

Without proper guidance to questions like these, it can be easy to feel lost and confused about how to manage your money. This is frustrating and could even lead to you leaving a lot of money on the table if you are unsure what steps to take.

Summit Wealth Group exists to help our clients navigate through the critical financial decisions they might face throughout life with confidence. Through carefully constructed, highly customized financial planning, we are the financial advisors you have a direct line to, always available to help you make the best financial decisions for you and your family.

Our team of financial advisors and planners, including our staff who hold the CERTIFIED FINANCIAL PLANNERTM designation, exists so you can receive the level of care and attention of a neighborhood family financial advisor, but with the resources of a large firm.

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For Business Owners

Our business owner clients come from a variety of industries and backgrounds, they are in various stages of their business growth and have different sets of goals in mind. One thing all of our business owner clients have in common? They wear a lot of hats. At Summit, we take on many of the responsibilities one might delegate to a Chief Financial Officer so you have one less hat you are required to wear. Watch the following video to find out more:

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Additional Resources

Blog&#160;

Blog 

The Summit blog is updated regularly, providing you with valuable, relevant content to apply to your financial journey. 

Read the latest blog
Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Learn More
Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.
Learn More

Financial Planning Services

Financial planning isn’t just about numbers. It’s about making sense of your life and your money so the two actually work together. We help you organize the big picture, from retirement and investments to taxes, insurance, and long-term goals, into a clear plan you can understand and feel confident about. Our role is to guide you through important decisions and keep everything aligned, so your finances support the life you want to build.

Learn more