Why we’re different from 95% of the nations financial planners

  1. We are a Fee-Only Investment Advisory and Financial Planning Firm.
  2. We are among the few planners privileged to invest with ‎Dimensional Funds Advisors.
  3. Our services are tailor made to each client.
  4. We have taken the NAPFA fiduciary oath.

Learn More About Us

College Planning

Saving for college

Saving and Paying for College…..Little known steps that can save you thousands From the time our kids are born, a huge financial issue stares parents in the face:                                        “How can I save enough for my child to go to college?” Historically, … [Read More...]

Retirement Planning

Retirement planning

Don’t be left wondering if you have saved enough for retirement…… How you benefit from Summit Financial Planning’s Retirement Planning Services You will not be asked to buy a product like an annuity or life insurance as a way to fund your retirement … [Read More...]

Business Succession Planning

Small Business Slide 1 Man and blueprint looking out over mountain_510

How to create a Small Business Succession Plan   You have spent years building a small business. You are thinking about retirement. How do you unwind your family business and have continuity for the next owner?  At the same … [Read More...]