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, Member FINRA/SIPC.
Firm Start Year
Name of Broker/Dealer
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
I can meet clients in the following ways
Investment Advisor Representative
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Non-Financial Organization Memberships
Minimum Portfolio Size for New Managed Accounts
Fee % Based on Assets
Bachelor of Science - Finance