Scottsdale, Arizona Branch

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Summit Wealth Group's Scottsdale office opened in 2014 to serve our many clients across the valley. Our Scottsdale branch has two financial advisors, Randy Morris CFP®, ChFC®, AIF® and Scott Marks, CRPC®. Randy also serves as Summit Wealth Group’s CEO.

In addition to personal financial planning, retirement planning, and investment management services, our Scottsdale branch also offers tax and accounting services. Greg Applen, CPA, provides tax guidance to clients out of our Scottsdale office.

Our team in Scottsdale is dedicated to creating an exceptional experience every time you set foot in our office.

Advisor Spotlight

<b>Randy Morris CFP®, ChFC®, AIF® | </b>Chief Executive Officer

Randy Morris CFP®, ChFC®, AIF® | Chief Executive Officer

Randy is the Founder and CEO of Summit Wealth Group as well as the senior advisor at our Scottsdale branch. Recognized by Forbes Magazine in 2018, 2019 and 2020 as one of Arizona's best in-state wealth advisors, Randy has earned a reputation for excellence in the industry. Randy primarily works with individuals and business owners who are looking for retirement income planning, investment management, tax planning, and holistic financial planning.

Learn more about Randy

<b>Scott Marks, </b><b>CFP®,</b><b> CRPC® | </b>Financial Advisor

Scott Marks, CFP®, CRPC® | Financial Advisor

Scott is a Financial Advisor in our Scottsdale office and has been a part of Summit Wealth Group since 2016. Scott serves a wide range of clients, from recent college graduates to retirees. He is particularly passionate about helping individuals and business owners who are in the accumulation phase of their wealth-building journey.

Learn more about Scott

<b>Ruth Hernandez | </b>Financial Advisor

Ruth Hernandez | Financial Advisor

Ruth Hernandez is a Wealth Advisor and joined Summit Wealth Group’s Scottsdale office in January of 2020. She is on a mission to close the wealth gap between first- and second-generation families and business owners who work hard to achieve the American Dream. She helps people develop and carry out their customized financial plan based on their values and goals. Ruth specializes in working with small business owners in developing strategies to grow financially and protect their business.

Learn more about Ruth

Serving Scottsdale, Greater Phoenix, and Surrounding Areas

If you are located near Scottsdale, we encourage you to stop by our office, located near Raintree and Highway 101, or give us a call to set up a free consultation. Our list of services ranges from retirement planning, college planning, and estate planning, to tax preparation or tax planning, wealth management, investments and small business setups. We'd love to see how we can work together to help you reach your individual or business goals.

In addition to Scottsdale, we also serve Phoenix and surrounding areas including: Tempe, Mesa, Queen Creek, Glendale, Gilbert, Chandler, Desert Ridge, Goodyear, Surprise, Peoria, Paradise Valley, Apache Junction, Buckeye, Carefree, San Tan Valley, Fountain Hills and Sun City.