@summitwealthgroup.com
Financial advisors passionate about helping you reach your wealth management and retirement goals through customized financial planning.
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Summit Wealth Group is an independent, fee-based financial advisory firm that is dedicated to helping you achieve financial success. With a team of experienced advisors and Certified Financial Planners (CFP®), Summit Wealth Group offers comprehensive financial planning services, including retirement planning, investment management, business advisory services, tax planning, risk management, and estate planning. Founded in 1985 as Executive Financial Planning, Inc.
(EFP), CEO Randy Morris had a vision to provide independent and customized advice to clients with a focus on financial planning. Over the years, EFP grew to become one of the largest independent financial advisory firms in the nation. In 2002, Summit Wealth Group was established to expand EFP's vision.
Today, Summit Wealth Group is headquartered in Colorado Springs, Colorado, with branch offices in multiple states. Summit Wealth Group takes a planning-first approach, prioritizing your goals and dreams. Their purpose is to help you navigate the path to a better, more secure future.
With their mission to be your trusted financial team, Summit Wealth Group is committed to providing an exceptional client experience, fostering teamwork and growth, promoting ownership and accountability, and building intentional relationships with empathy and respect. Discover why clients have chosen Summit Wealth Group by visiting their website for a free consultation
Company Type
Privately Held
Company Size
2-10
Year Founded
2020
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