Summit in the News

March, 2024 | Summit Wealth Group Reaches $2 Billion in Assets Under Advisement

March, 2024 | Summit Wealth Group Reaches $2 Billion in Assets Under Advisement

Colorado Springs, CO (March 6, 2024)—Summit Wealth Group today announces it has reached $2 Billion in Assets Under Advisement, marking a significant milestone for the independent wealth management firm.

Feb, 2024 | Summit's Lacey Jordan Earns Forbes' Recognition

Feb, 2024 | Summit's Lacey Jordan Earns Forbes' Recognition

Colorado Springs, CO (February 20, 2024)—Summit Wealth Group, an independent financial advisory firm with branches throughout the country, today announces that Lacey Jordan, CFP®, ChFC® in Colorado Springs, CO, has been named to the Forbes Best-In-State Top Women Wealth Advisors list for 2024.

August, 2023 | Forbes Recognizes&#160;<span>Scott Marks, CFP&#174;, CRPC</span><span>&#174;, with Best-in-State Top Next-Gen Wealth Advisors Award</span>

August, 2023 | Forbes Recognizes Scott Marks, CFP®, CRPC®, with Best-in-State Top Next-Gen Wealth Advisors Award

Scottsdale, AZ (August 14, 2023) Summit Wealth Group is thrilled to announce that Scott Marks, CFP®, CRPC®, has been recognized with the Forbes Best-in-State Top Next-Gen Wealth Advisors award for 2023. 

June, 2023 | Summit Wealth Group Announces Relocation to Enhance Client Services

June, 2023 | Summit Wealth Group Announces Relocation to Enhance Client Services

Ridgeland, MS (June 1, 2023) Today, Summit Wealth Group, an independent wealth management and financial planning firm, announced it has relocated to a new office space, effective June 1, 2023. Formerly located at 1597 Highland Colony Parkway, Madison, MS 39110, the move to a more spacious and convenient office will be located at 271 Trace Colony Park Drive, Suite B, Ridgeland, MS 39157.

May, 2023 | Forbes Honors 2 Summit Advisors

May, 2023 | Forbes Honors 2 Summit Advisors

Colorado Springs, CO (May 10, 2023) –Summit Wealth Group, an independent financial advisory firm located throughout the country, today announced that two of its advisors were named to Forbes’  Best-in-State Wealth Advisors list for 2023. These two advisors are Randy Morris, CFP® in Scottsdale, Arizona, and Kurt Whitesell, CFP® in Rapid City, South Dakota. 

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.

May, 2023 | Summit Wealth Group Adds Second Colorado Springs Office

May, 2023 | Summit Wealth Group Adds Second Colorado Springs Office

Colorado Springs, CO (May 1, 2023)— Legacy Wealth Planners, an independent financial planning and wealth management firm led by advisors Lacey Jordan, CFP® and Tracy Thornlow based out of Colorado Springs, CO, today announced it has joined Summit Wealth Group. Summit Wealth Group is an advisory firm headquartered in Colorado Springs and, with this acquisition, now has 10 locations throughout the country. 

Oct, 2022 | Summit Wealth Group Acquires South Dakota Firm, Establishes 9th Branch Office

Oct, 2022 | Summit Wealth Group Acquires South Dakota Firm, Establishes 9th Branch Office

Rapid City, SD (October 1, 2022)—Whitesell Financial Group, an independent financial planning and wealth management firm based out of Rapid City, SD, today announced it has joined Summit Wealth Group. Summit Wealth Group is an advisory firm headquartered in Colorado Springs and, with this acquisition, now has 9 locations throughout the country. 

June, 2022: Summit Makes Inc Magazine's Best Workplaces in America List for 2022

June, 2022: Summit Makes Inc Magazine's Best Workplaces in America List for 2022

June 30, 2022  Inc Magazine has recognized Summit Wealth Group as one of the top 475 places to work in the country for 2022. 

2022 Inc. Magazine's Best Workplaces, based on a calculation of engagement scores and benefits scores for thousands of applicants. Employees at each company completed a 37-item questionnaire. Benefits and perks, including health insurance and 401(k)s, were considered as well. This is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.

MarketWatch: Retired and bored or &#8212; worse yet &#8212; boring? Try this

MarketWatch: Retired and bored or — worse yet — boring? Try this

April 19, 2022  A recent article published by MarketWatch features Ross Haycock, Financial Advisor from Summit Wealth Group's Colorado Springs branch. 

Apr, 2022 | Forbes Honors 3 Summit Advisors

Apr, 2022 | Forbes Honors 3 Summit Advisors

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.

Dec, 2021 | Summit Wealth Group Announces Expansion, Adds Nashville-Area Office

Dec, 2021 | Summit Wealth Group Announces Expansion, Adds Nashville-Area Office

Nashville, TN (December 1, 2021) Summit Wealth Group today announces its agreement with Dave Adams and his firm, Adams Investment Strategies, out of Franklin, TN. Adams Investment Strategies will join Summit Wealth Group and become Summit's eighth branch office location (its first in the Greater Nashville area). 

Feb, 2020 |&#160;Summit Wealth Group Reaches $1 Billion in Assets Under Advisement

Feb, 2020 | Summit Wealth Group Reaches $1 Billion in Assets Under Advisement

Scottsdale, AZ (Feb 19, 2020)—Summit Wealth Group today announces it has reached $1 Billion in Assets Under Advisement, marking a significant milestone for the independent wealth management firm.

Feb, 2021 | Forbes Magazine Recognizes 3 Summit Financial Advisors

Feb, 2021 | Forbes Magazine Recognizes 3 Summit Financial Advisors

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.

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.

Dec, 2020 | The Gazette:&#160;Summit Wealth Group Recognized Among Best Workplaces for 2020

Dec, 2020 | The Gazette: Summit Wealth Group Recognized Among Best Workplaces for 2020

Colorado Springs, CO (Dec 9, 2020)—Summit Wealth Group, an independent financial planning and wealth management firm based out of Colorado Springs is pleased to announce it has been named to the Colorado Springs Gazette's list of Best Workplaces for 2020. This is Summit's first time making the list.

2020 Gazette Best Workplaces, based on survey results with considerations based on a company's leadership, culture, mission and values, benefits, training and social responsibility and and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.

Oct, 2020 | Summit Wealth Group Announces Sale of Summit Accounting Solutions

Oct, 2020 | Summit Wealth Group Announces Sale of Summit Accounting Solutions

Lone Tree, CO (Oct 1, 2020)—Summit Wealth Group, an independent financial planning and wealth management firm based out of Colorado Springs with office locations throughout the country, today announces the sale of its wholly-owned subsidiary, Summit Accounting Solutions.

Sept, 2020 | David Lee Receives Five Star Wealth Manager Award

Sept, 2020 | David Lee Receives Five Star Wealth Manager Award

Memphis, TN (Sept 22, 2020)—Summit Wealth Group is proud to announce Financial Advisor and Managing Partner, David Lee, CFP®  as a recipient of the 2020 Five Star Wealth Manager Award in Memphis.

2020 Five Star Wealth Manager Award, created by Five Star Professional. Presented in 10/2020 based on data gathered within 12 months preceding the issue date. 542 advisors were considered, 42 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Nov, 2019 | Jason Runung Among Top 50 Most Influential Young Professionals in ColoradoBiz Magazine

Nov, 2019 | Jason Runung Among Top 50 Most Influential Young Professionals in ColoradoBiz Magazine

Lone Tree, CO (Nov 13, 2019)Summit Wealth Group is pleased to announce Financial Advisor Jason Runung has been named by ColoradoBiz Magazine as one of the Top 50 Most Influential Young Professionals in the state of Colorado.

2020 ColoradoBiz Magazine’s Top 50 Young Professionals, based on age, diversity, leadership growth, community involvement and professional achievement and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.

Nov, 2019 | Memphis Magazine Honors Summit's David Lee

Nov, 2019 | Memphis Magazine Honors Summit's David Lee

Memphis, TN (Nov 13, 2019)—Summit Wealth Group, a multi-state independent financial advisory and wealth management firm, is pleased to announce Financial Advisor and Managing Partner David Lee, CFP®, CIMA® has received the 2019 Five Star Wealth Manager Award. This was published in the November issue of Memphis Magazine.

2019 Five Star Wealth Manager Award, created by Five Star Professional. Presented in 10/2019 based on data gathered within 12 months preceding the issue date. 544 advisors were considered, 54 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Summit Recognized Among Inc. Magazine's Fastest Growing Companies for 2019

Summit Recognized Among Inc. Magazine's Fastest Growing Companies for 2019

Colorado Springs, CO (August 15, 2019) – Summit Wealth Group has recently been named by Inc. Magazine to its list of the 5,000 fastest-growing private firm in the country.* The rankings were released in August of 2019. 

2019 Inc. Magazine's Fastest Growing Private Companies, based on 65% growth over the previous three years and is is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.

Investopedia: Is It Possible to Retire at 45 With $500,000?

Investopedia: Is It Possible to Retire at 45 With $500,000?

BY JEAN FOLGER  (Featuring Summit Wealth Group's Ross Haycock) Jun 25, 2019

If you’re like many adults, the thought of taking an early retirement (could you retire at 45?) has probably crossed your mind at least once or twice. For most of us, it’s simply not an option as the financial ramifications are complicated (not to mention those dependent children who seem to need to go to college).

Forbes - 6-1-2019 |&#160;There&#8217;s More to Wealth Than Money

Forbes - 6-1-2019 | There’s More to Wealth Than Money

"Three advisors recognized on Forbes’ Best-In-State Wealth Advisor list for 2019 have something in common: They work at the same firm..."

2019 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in Feb 2019 based on data gathered from June 2017 to June 2018. 30,000 Advisors were considered, 3,500 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.

Colorado Springs Gazette - 4-2-2019 | Movers &#38; Shakers: Ross Haycock

Colorado Springs Gazette - 4-2-2019 | Movers & Shakers: Ross Haycock

"Ross Haycock, a partner in Summit Wealth Group in Colorado Springs, was named to Forbes magazine's list of best wealth advisers in Colorado for 2019. Shook Research developed the list for Forbes based on in-person or telephone interviews..."

Randy Morris Makes Forbes' Best-In-State Wealth Advisor List

Randy Morris Makes Forbes' Best-In-State Wealth Advisor List

Scottsdale, AZ (Feb 21, 2018)—Summit Wealth Group, a Financial Advisory and Wealth Management firm located in Scottsdale, Arizona, today announces that its CEO, Randy Morris CFP®, ChFC®, AIF®, has been named to Forbes’  Best-in-State Wealth Advisors list for 2018. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.

2018 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in Feb 2018 based on data gathered from June 2016 to June 2017. 21,000 Advisors were considered, 2213 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.

Summit Wealth Group Recognized Among Fastest Growing Companies in the Country for 2017

Summit Wealth Group Recognized Among Fastest Growing Companies in the Country for 2017

Colorado Springs, CO (Aug 30, 2017) – Summit Wealth Group has been recognized by Inc. Magazine as one of the 5,000 fastest-growing private firms* in the country.

Inc. 5000 is a list produced annually to recognize the businesses who have propelled to the top in their respective industries. Summit Wealth Group, providing wealth management and financial planning services to its clients across the country, made the list for experiencing an impressive 60% growth over the past 3 years...

2017 Inc. Magazine's Fastest Growing Private Companies, based on 60% growth over the previous three years and is is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information,

Nasdaq: 5 Things to Do in Your 20s to Retire in Your 50s by Ross Haycock

Nasdaq: 5 Things to Do in Your 20s to Retire in Your 50s by Ross Haycock

By Ross Haycock, CFP®, AIF® June 13, 2017

You're in your 20s. Chances are you are not thinking about retirement yet. However, future you will be thanking present you if you read through and think about implementing some of these tips. These could be key in giving you a leg up on that retirement lifestyle people dream about. Here are five things you could be doing in your 20s, so you can retire in your 50s: