Broker Check

Summit in the News

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.

MarketWatch: Retired and bored or — worse yet — 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 | 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.

Dec, 2020 | The Gazette: 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.

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.

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.

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.

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. 

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 | There’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..."

Colorado Springs Gazette - 4-2-2019 | Movers & 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.

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...

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: