Broker Check

Summit Advisors Make Forbes' Best-In-State Wealth Advisor List for 2021

Colorado Springs, CO (Feb 11, 2021)—Summit Wealth Group, an independent financial advisory firm located throughout the country, today announced 3 of its financial advisors have been named to Forbes’  Best-in-State Wealth Advisors list for 2021 in their respective states. This list includes Randy Morris, CFP® in Scottsdale, Arizona, Ross Haycock, CFP® in Colorado Springs, CO and Dan Gilbertson, CFP® in Lakewood, CO.

“It is our delight and honor to be recognized by Forbes Magazine.” said CEO, Randy Morris. “Thanks to our wonderful staff, each and every client receives exceptional service at Summit. We also want to thank our valued clients who have entrusted us to guide them on their journey toward financial contentment. We are so grateful and blessed with these relationships and look forward to continuing to help our clients navigate the path to a better, more secure future.”

According to Forbes, the ranking reflects the Best-in-State Wealth Advisors for 2021. Recipients were determined based on a number of factors including client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria.

About Summit Wealth Group

Summit Wealth Group has been providing individuals and organizations with financial guidance since 2002. Headquartered in Colorado Springs with branch offices located throughout the country, Summit Wealth Group’s advisors pride themselves on crafting unique strategies for each client. 

2021 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2021 based on data gathered from June 2019 to June 2020. 32,725 Advisors were considered, approximately 5000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.