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Summit in the News

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.

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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.

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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. 

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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).

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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..."

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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..."

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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, and a condensed listing is available in the current issue of the magazine.

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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...

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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:

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