Healthcare Wealth. Simplified.

Planning-first financial advisors for affluent healthcare professionals.

Clarity Replaces Complexity

Careers in healthcare can often create complex financial situations. The income comes from good work, but the accounts and options tend to stack up like a junk drawer.

We help you trade that clutter for a clear picture you can follow. You’ll know what you own, why it’s there, and how each piece supports the road ahead, without needing to become a part-time financial analyst between shifts.

A Plan You Can Trust

Money is personal, and a plan only works if you believe it. We build yours with you, not around you. We listen to what keeps you up at night and what you’re hoping for down the road. The result is a plan you can trust on ordinary weekdays and on hard days in the clinic, because it’s grounded in real goals and straight answers, not sales talk.

Money with Purpose

Wealth built through years of caring for others should do more than sit in statements.

We help you give the dollars a job; Protecting your wealth, funding dreams, and fueling your legacy planning. Purpose turns high income into intentional wealth, so you can live fully now and well into the future.

From High Income to Intentional Wealth.

You didn’t get into healthcare because you loved finance. But somewhere along the way, things got a little messy: taxes crept up, accounts multiplied, and the plan became whatever was easiest after balancing personal life with long shifts at work.

Intentional wealth is different.

Intentional wealth is deciding what the money is for before it decides for you. Planning for your lifestyle in retirement, funding your kids’ education, planning for taxes, building wealth that can be passed on for generations, giving back to your favorite charity, and building a legacy; These are all components of intentional wealth.

We help affluent individuals in medicine take a complicated financial situation and turn it into a clear plan so that you can make clearer, better decisions about your future. When you become a Summit client, our goal is to ensure that the wealth you've built can not only support the life you want, but that you can live your life with a little more margin, a little more space, more contentment, and a lot more purpose.

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As Seen In Forbes:

In April 2025, Randy Morris, Lacey Jordan, Ross Haycock, Scott Marks and Kurt Whitesell, were 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 at https://www.forbes.com/sites/rjshook/2025/04/08/methodology-forbes-americas-top-wealth-advisors-2025/. In 2024 Scott Marks and Joshua Jerele were recognized as Forbes Top Next-Gen Wealth Advisors Best-in-State, created by SHOOK Research. Presented in Aug 2024, based on data gathered over a 12-month period as of 03/31/24. 4081 Advisors were considered, 1621 Advisors were recognized. Not indicative of an advisor’s future performance. Your experience may vary. Click here for more award information visit https://www.forbes.com/sites/rjshook/2025/08/06/methodology-americas-top-next-gen-wealth-advisors-2025/?streamIndex=0. In 2024, Lacey Jordan was named a 2023 Forbes Top Women Best-In-State Wealth Advisors, created by SHOOK Research. Presented in February 2024 based on data gathered from September 2022 to September 2023. 10,805 advisors were considered, 1,991 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit https://www.forbes.com/sites/rjshook/2023/02/02/methodology-americas-top-women-wealth-advisors-2023/ for more award information.

What Current 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.

"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.

Feeling Pulled in Many Different Directions?

"You take on a lot of pressure in a single day. Patients depending on you, staff looking to you, and a schedule that never seems to loosen its grip.

Let's face it. It’s frustrating when your finances add a second layer of stress.

A physician’s money story is unique: income that jumps fast, taxes that rise even faster, benefit plans that change from hospital to private practice, and well-meaning advice that often sounds like a foreign language.

We understand that tension, and we’ve walked alongside hundreds of families in healthcare using the same planning-first process our advisors rely on in their own lives.

As a fiduciary RIA, our job is to be the calm, experienced guide outside the clinic. Helping you sort investments, retirement decisions, and tax strategy into a plan you can read in ten minutes and trust for the next thirty years.

You cared for others to build this career; you deserve a partner who sees you, hears you, and helps your wealth work as hard as you have so you can keep more, worry less, and live fully."

- Randy Morris, CFP® | CEO of Summit Wealth Group

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Getting Started is Easy

Step 1: Schedule a Call

It all starts with a discovery call to learn where we can best add value to you, your family, and your practice.

Step 2: We Gather Data and Create a Plan

This is a collaborative process. The last thing we want to do is create a plan without your involvement. It's your finances, YOUR future. We are here to help you clarify your options and stay on track with your plan.

Step 3: We Help You Put the Plan in Motion

This is the most exciting part. You will uncover wealth-building opportunities, tax-savings, and ways to protect your wealth for generations to come. You will walk out of our offices with a bounce to your step, knowing your future is secure and that you are on track towards your goals.

Schedule a Call

Schedule a call and get straight answers about the decisions on your desk right now. We will take the time to answer your questions and help you understand how a relationship with a Summit Wealth Group advisor will benefit you and your practice.