At Summit Wealth Advisors, we offer our clients a balanced financial planning approach. We believe that by setting goals, using resources efficiently, implement strategies, and periodically reviewing our strategy, our clients can pursue the future they envision. We provide flexible services, including but not limited to educating our clients, designing financial strategies based on our clients' personal goals.
We are committed to the client-advisor relationship. Our clients can expect timely advice and service with an experienced and knowledgeable advisor. We seek to continually exceed our clients expectations through a comprehensive, long-term financial planning relationship. We are dedicated to pursuing excellence in all of our business practices. We achieve this through continual education, training and leadership in an ever changing financial services industry.
Our company is based on the principle that education and understanding of ones current financial situation is vital to successfully make prudent decisions concerning ones future financial condition.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
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Investment Advisor Representative
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Bachelor of Science - Finance
LPL ADV 2A
LPL WiserAdvisor Cash Solicitor Disclosure
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Series 7, 63 and 65 held through LPL Financial.