Broker Check

Forbes Honors 3 Summit Advisors on Best-In-State Wealth Advisor List for 2024

Scottsdale, AZ (April 17, 2024)—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 2024 in their respective states.

Award recipients are nominated by their firms and determined based on financial data and candidate interviews. “When we meet with an advisor in person or on the telephone, we are thinking to ourselves: Is this someone that can offer impact? And would we recommend this advisor to a friend or family member?' says R.J. Shook, Senior Contributor for Forbes.

This list includes Randy Morris, CFP® and Scott Marks, CFP® located in Scottsdale, AZ and Kurt Whitesell, CFP® in Rapid City, SD. This marks the seventh consecutive year both Randy and Kurt have received the award, and the first year for Scott.

“We are yet again humbled and honored to accept this award on behalf our whole team at Summit,” said CEO Randy Morris. “The award is a true testament to all of the hard work and dedication our team puts in every day, as well as the loyalty and trust of our clients. It all started back in 2002 with a vision to help people navigate the path to a better, more secure future. Providing that guidance for countless amounts of people over the years and helping them to live more fully is what drives us. Thank you to Forbes for recognizing these efforts!”

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. 

2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t.