Broker Check

Summit Advisors Make Forbes' Best-In-State Wealth Advisor List for 2023

Colorado Springs, CO (May 3, 2023) Summit Wealth Group, an independent financial advisory firm located throughout the country, today announced that two of its advisors have been named to Forbes’ Best-in-State Wealth Advisors list for 2023. Randy Morris, CFP® in Scottsdale, Arizona and Kurt Whitesell, CFP® in Rapid City, South Dakota. The list is published on

“On behalf of our entire team at Summit, we are pleased to accept this award by Forbes Magazine,” said CEO Randy Morris. “Our team-based approach ensures each and every client receives exceptional service and guidance. This helps them to have more confidence to achieve their financial goals.”

This is the sixth consecutive year Randy Morris and Kurt Whitesell have received this award. “We are grateful for the trust our clients place in us, as we remain committed to helping them navigate the path to a better, more secure future,” said Kurt Whitesell. 

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. For more information, please visit  

2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 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.