Scott Marks, CFP®, CRPC®

For nearly a decade, Scott has guided his clients in planning for important life events, establishing legacies for future generations, and achieving financial independence. Through individualized financial planning, Scott and his team focus on serving the needs of high-net-worth families with a focus on retirement and legacy planning. Scott is passionate about improving the financial lives of those he serves and prides himself on being accessible, relatable, and transparent.

Scott graduated from Arizona State University with a degree in Supply Chain Management in 2010.  Drawn to the world of finance, he began work as a credit analyst in the commercial lending department with Alliance Bank of Arizona. 

After four years with the bank, Scott pursued a career as a financial advisor with Merrill Edge. During his time there, Scott provided investment guidance and built effective long-term financial plans for clients around the country.  

For over a decade, Scott's goal at Summit Wealth Group had been to provide more holistic wealth management and planning solutions for his clients.  Scott is a CERTIFIED FINANCIAL PLANNER® and a Chartered Retirement Planning Counselor (CRPC®).

In 2023, Scott Marks was honored with the Forbes "Top Next-Gen Wealth Advisors Best-in-State" award, recognizing his exceptional achievements and contributions as a Financial Advisor. Scott was also named to the 2024 and 2025 Forbes "Best-in-State Wealth Advisor" list, further solidifying his reputation as an industry leader. 

Scott lives with his wife, Alysa, in Cave Creek, AZ. In his free time, he enjoys golfing, coaching his son Redford’s baseball team, and spending time with his daughters, Abby and Scarlett.

2023 Forbes Top Next-Gen Wealth Advisors Best-in-State, created by SHOOK Research. Presented in Aug 2023 based on data gathered from March 2022 to March 2023. 3738 Advisors were considered, 1464 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2024 and 2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2025 award was presented in April 2025 based on data gathered from June 2023 to June 2024. Nearly 45,000 advisors were considered, 9,722 advisors were recognized. No compensation was provided to Shook Research to obtain inclusion on the list, but there is a licensing fee to utilize the Forbes logo in marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.