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 another significant milestone for the independent wealth management firm. Summit Wealth Group reached the $1 Billion milestone just three years ago in February of 2021. 

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 founded and now serves clients nationwide out of its ten branch offices in five different states.

"When I think about this new milestone, I think about what it represents for the individuals, families, and business owners we have had the distinct privilege of serving over many decades. As financial planners, we often find ourselves deep in the trenches of our clients’ lives. They allow us to help guide them through some of life’s most challenging obstacles. What $2 billion means to me is a real and significant impact for countless people. That is rewarding and humbling to think about," said Randy Morris, CEO.

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