General Info

At Summit Wealth Advisors, we offer our clients a balanced financial planning approach. We believe that by setting goals, using resources efficiently, implementing sound strategies and periodically reviewing plans, our clients have an opportunity to achieve financial independence. The services that we provide are flexible and comprehensive. They include, but are not limited to, investment planning, education planning, retirement planning, estate planning and income tax management. At Summit Wealth Advisors we are committed to the client-advisor relationship. Our clients can expect timely advice and service with an experienced and knowledgeable advisor. We seek to continually exceed our clients’ expectations through a comprehensive, long-term financial planning relationship. We are dedicated to pursuing excellence in all of our business practices. We achieve this through continual education, training and leadership in an ever changing financial services industry. Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.