Summit Advisors Make Forbes' Best-In-State Wealth Advisor List for 2022

Colorado Springs, CO (April 8, 2022)—Summit Wealth Group, an independent financial advisory firm located throughout the country, today announced that three of its advisors have been named to Forbes’  Best-in-State Wealth Advisors list for 2022. This list includes Randy Morris, CFP® in Scottsdale, Arizona, Ross Haycock, CFP® in Colorado Springs, CO, and Dan Gilbertson, CFP® in Lakewood, CO.

“We are pleased to accept this recognition by Forbes Magazine on behalf of our whole team at Summit.” said CEO Randy Morris. “This all started many years ago with the simple idea that people do not just need a stock broker; they need a competent professional in financial planning who has their best interest at heart. They need someone with in-depth knowledge of their unique financial situation who can guide them through life's journey, help them solve difficult issues, guide them towards financial opportunities and be their source for making financial decisions with complete confidence. I am proud to see this simple idea culminate into what Summit is today. This recognition is a complete validation of the work we all do.”

The ranking reflects the Best-in-State Wealth Advisors for 2022, according to Forbes. 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. 

2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 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.