COLORADO SPRINGS, CO (August 11, 2026) – Summit Wealth Group has been
named to the 2026 Inc. 5000 list of America’s fastest-growing private companies,
marking the firm’s third appearance on the prestigious list.

The annual Inc. 5000 recognizes independent businesses based on their percentage
growth over a three-year period. Led by CEO Randy Morris, CFP®, ChFC®, AIF®, WFA®,
Summit grew by 65% during that time while navigating one of the most significant
transformations in the firm’s history: its transition from a broker-dealer model to an
independent Registered Investment Adviser.

For Summit, the recognition represents more than the company's continued growth.
It reflects the trust clients place in its advisors and team members, the strength of its
culture, and a shared commitment to building a firm prepared to serve families with
increasingly complex financial lives. 

"This is a testament to the hard work and dedication of every member of our team,”
said Morris. “What’s even more meaningful to me is that this came after one of the most
challenging, but also transformative years in our history at Summit, as we navigated the
transition to our own independent RIA."

Throughout its transition to independence, Summit remained focused on strengthening its ability to help people pursue what matters most. The transition created new opportunities to expand the company's capabilities, invest in its people, and build an infrastructure designed to support clients, advisors, and future generations.

The firm’s continued growth has been guided by the belief that a strong client experience begins with a strong culture. Summit’s advisors and employees work collaboratively across teams and locations, bringing together their experience to help clients approach their financial lives with greater clarity and confidence.

Being named to the Inc. 5000 for the third time is an opportunity to celebrate that progress while looking ahead to what comes next.

Summit Wealth Group extends its gratitude to its clients, team members, and communities for the trust and support that made this recognition possible.

To view Summit Wealth Group’s Inc. 5000 profile, visit here.

About Summit Wealth Group
Founded in 2002, Summit Wealth Group helps clients gain clarity and confidence in their financial lives. With offices across Colorado, Mississippi, Arizona, South Dakota and Tennessee, the firm offers comprehensive financial planning and investment management grounded in a relationship-first philosophy. Summit is a fee-based fiduciary, committed to always acting in the best interests of its clients. Learn more at www.summitwealthgroup.com. 

About Inc. 5000 Award
Summit Wealth Group was named to the 2026 Inc. 5000, an annual list published by Inc. Media ranking the fastest-growing private companies in the United States. Rankings are based on percentage of revenue growth over the three-year period from 2022 to 2025. Summit Wealth Group paid a fee to Inc. Media to be considered for this ranking, and pays a licensing fee to utilize the Inc. 5000 logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found here.