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.
Founded in 2002, Summit’s recent accelerated growth can be attributed to several things. CEO Randy Morris explains:
“We are humbled and honored to be recognized by Inc. Magazine as one of the fastest-growing private firms in the country. It truly is a testament to the hard work and dedication of our team, the loyalty of our many valued clients, as well as our business model of striving for excellence in everything that we do. At the very core of Summit Wealth Group is the belief that partnering with us allows each and every client the opportunity to have a better, more secure future — and every person in our organization believes that.” — Randy Morris, CEO
About Summit Wealth Group
Summit Wealth Group is an independent wealth management and financial advisory firm with a strong focus on enabling people to reach their fullest financial and personal potential. Its fee-based financial planning includes a team of Certified Financial Planners (CFP®), tax professionals, accounting professionals and planning department, all working together to provide holistic financial planning and wealth management services to its clients. Summit Wealth Group is headquartered in Colorado Springs, CO and has 7 branch offices located across the country.
*Based upon firm’s revenue growth. Investment performance is not a criterion and this recognition is not indicative of advisor’s future performance.