Unclaimed brand
Plan for retirement with Summit Financial Advisors in Honolulu, Hawaiʻi. Get coordinated guidance on investments, tax strategies, protection and legacy.
Liking this brand profile? Share this page
Hex Code
Color name
RGB
HSL
CMYK
#15884C
Jewel
21, 136, 76
149, 73, 31
85, 0, 44, 47
#000000
Black
0, 0, 0
0, 0, 0
0, 0, 0, 100
#F6B7AC
Mandys Pink
246, 183, 172
9, 80, 82
0, 26, 30, 4
Summit Financial Advisors is a Honolulu-based financial planning firm serving individuals and families in Hawaiʻi, particularly those approaching retirement or navigating major life changes. The firm offers personalized, coordinated guidance designed to help clients make confident decisions and align their financial resources with their goals and values. Its services span retirement planning, investment management, tax planning, insurance and protection, and estate and legacy planning.
Summit helps clients address questions such as how to create sustainable retirement income, manage investments, consider tax-efficient strategies, protect assets, and prepare for the legacy they wish to leave. The firm also works with recently divorced or widowed individuals and people receiving an inheritance. Its planning process includes understanding clients’ priorities, developing strategies collaboratively, implementing a customized plan, and monitoring progress over time.
The team includes Certified Financial Planners Glennel W. Jordan and Kelley M. Tom, along with client concierge Doug Slagel.
Summit states that it follows fiduciary principles, including putting clients’ interests first and disclosing important facts and potential conflicts
Brand industry
Finance
Company type
Suggest company type
Year founded
Suggest founded year
Company size
Suggest company size
How do I download the summitfinancialhawaii.com logo?
The summitfinancialhawaii.com logo comes in two versions: a white logo and an icon. Download as transparent PNG.
What are summitfinancialhawaii.com's brand colors?
The summitfinancialhawaii.com color palette uses the hex codes #15884C, #000000 and #F6B7AC.
The summitfinancialhawaii.com name, logos and brand assets are trademarks of summitfinancialhawaii.com and its affiliates. Brandfetch isn't affiliated with or endorsed by summitfinancialhawaii.com. Their use is subject to summitfinancialhawaii.com's brand guidelines.
