Broker Check

Summit Wealth Group Reaches $1 Billion in Assets Under Advisement

Scottsdale, AZ (Feb 25, 2021)—Summit Wealth Group today announces it has reached $1 Billion in Assets Under Advisement, marking a significant milestone for the independent wealth management firm.

Summit Wealth Group's history dates back to 1985 when Summit's CEO Randy Morris started Executive Financial Planning in Mississippi. Years later, in 2002, Summit Wealth Group was formed and now serves clients all over the country out of its 7 branch offices located in 4 different states. 

"When I think about this milestone, I can’t help but allow my mind to go towards what that represents for the individuals, families, and business owners we have had the distinct privilege of serving over the many decades. As financial planners we often find ourselves deep in the trenches in the lives of our clients. Our clients open their lives to us and allow us to help guide them through some of life’s most challenging obstacles. A billion dollars is a unique number, but that number represents real and significant impact in countless lives, and that is rewarding to think about."

Summit Wealth Group is headquartered in Colorado Springs with branch offices located in Mississippi, Tennessee, Colorado and Arizona, and serves clients throughout the country. Summit Wealth Group’s financial advisors and financial planners are unique in their ability to craft custom strategies for each client. With a planning-first mentality, the team at Summit is the guide that helps each client along the path towards financial contentment.