Randy Morris, CFP®, is a Financial Advisor and CEO of Summit Wealth Group. Having spent the last 40 years in this industry helping clients define and achieve their financial goals, Randy knows what it's like to guide a client towards financial contentment.
Through Randy's knowledge, experience, access to advanced industry software, and a competent team behind him, Randy can help you go from being unclear about your options to becoming a confident decision-maker.
Randy's dedication to his clients has landed him on the Forbes Best-In-State Wealth Advisor* list each year since 2018.
Summit Wealth Group is able to offer a wider variety of investment options than Financial Advisors at banks or wirehouses. Due to our status as Independent Advisor Representatives, we are able to remove the conflict of interest barrier and sit on the same side of the table. Your success = our success!
Summit has in-house subject matter experts in each of the complex areas of financial services, with multiple eyes on each client's financial plan. The Summit Wealth Group approach is unique and allows for a more thorough plan.
Based on Psalm 1:2-3, the tree in our logo represents the values held by our staff here at Summit Wealth Group: steadfastness, commitment to personal growth for clients, and holistic strength to withstand the storms of life.
It all starts with clicking the link below to schedule an appointment. We will follow up with dates and times that will work for an initial get-to-know-you call.
Randy and Scott in our Scottsdale office will meet with you for a complimentary discovery call to find out where we can best assist you on your journey.
Our process begins with a detailed financial plan you can use to make life's most critical financial decisions with complete confidence.
Randy Morris, CFP®, Founder and CEO of Summit Wealth Group, started in the industry 40 years ago because he saw a need for carefully constructed, highly customized, fee-based financial planning. Randy's vision was to be the type of advisor his clients had a direct line to and equip them to make the best financial decisions for themselves and their families.
Randy and his colleague Scott Marks work with clients all over the country but are based in Scottsdale, AZ, and regularly meet with clients in-person out of the Summit Wealth Group Scottsdale office.
Over the years, Summit has seen explosive growth, reaching over $1 billion of assets under advisement and establishing branch offices across the country. Randy's vision and leadership have led Summit Wealth Group to become what it is today--a leader in the independent advisory space. Randy and his wife, Nancy, live in Scottsdale, AZ, and attend Scottsdale Bible Church.
Randy and his team would love the opportunity to connect in person and is pleased to offer a complimentary initial consultation. Please click the link below to schedule a complimentary appointment.
*Data provided by SHOOK® Research, LLC., as of 4/2022. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.