Summit Financial Advisors

summit financial advisors is an independent wealth management firm offering dedicated advice in comprehensive financial planning and investment management. we offer a tailored, team-based approach to address the changing needs of successful individuals, families, and business owners. our knowledge and experience help guide clients through rocky financial terrain, offering clarity in order to pursue their financial goals. our prospective clients often approach us with the following questions: • am i saving enough? • when can i retire? • how do i transition from accumulation to distribution? • are my assets properly aligned for my risk tolerance? are they working as hard to accomplish my goals as they should be? • my financial life has become too complicated. how can i make it easier? • can i afford to send my children to college? • how can i transition my business? • is my family properly protected against an unexpected loss of income? at summit financial advisors, we understand these c