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Our Story

In 1985, 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 17 years, EFP grew to become one of the largest independent financial advisory firms in the nation. In 2002, Summit Wealth Group was created to expand EFP’s vision.

Today, Summit Wealth Group is headquartered in Colorado Springs, Colo., and has locations in four different states with seven total branch offices. In addition to providing financial planning, Summit Wealth Group also owns a tax and accounting firm — Summit Accounting Solutions — which allows us to serve each client with a more comprehensive approach.

WHY WE EXIST

Our Purpose

Helping you navigate the path to a better, more secure future.

Our Philosophy

We believe through a carefully constructed and accountability-based implementation of the plan, we can help our clients realize their dreams. Summit Wealth Group exists so our clients can devote their time and energy to pursuing the things they are passionate about. 

Our Mission

Our mission is to be your trusted financial team of professionals with experience, dedication, and an unwavering commitment to excellence.

Why We Have a Tree in Our Logo

4 Core Values

1) Exceptional Client Experience

Passionately pursue excellence and providing an exceptional client experience.

2) Teamwork and Growth

We focus on building a positive team and welcoming environment. Our staff and clients alike are often referred to generically as the "Summit Family". We are committed to the financial health of our clients and are continually seeking personal and professional growth.

3) Ownership and Accountability

Ownership and accountability in what we say, do and how we act.

4) Intentional Relationships

We nurture client trust with empathy and integrity and are committed to listening and communication skills. Our goal is to demonstrate godly character through humility and respect. These are a few of the aspects that help create long-term relationships between our team and our clients.

Why Summit?

Click the link below to discover why our clients have chosen to work with us and why we’re a good fit for you.

Why Summit

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