Established in Richmond, Virginia in 1999, Summit Financial Planning is a Registered Investment Advisory firm specializing in asset and wealth management, servicing individual clients and corporations on a Fee-Only basis. The Fee-Only model assures clients that our recommendations are not motivated by commissions of any kind.
At Summit, we also offer our services on a project or retainer basis, believing that everybody, regardless of individual assets and/or income level, can benefit from professional financial advice. Whatever your current situation, it is important that you educate yourself about how to maximize your current financial assets and plan for a more secure future. Talk to us about your goals.