Welcome to Summit Wealth Advisors, LLC



Summit Wealth Advisors, LLC was founded in 2000 with the goal of being a financial advocate to our clients developing comprehensive financial plans, strategies and tools to help pursue their unique goals. We believe proper financial planning starts with a proper level of risk management and is a primary foundation in developing each of our client's plans. We have proficiently guided many people on their path to financial freedom and look forward to an opportunity to assist you. See more details under our Company tab above.

Client First Philosophy

Gaining a clear understanding of your needs and goals is the most important first step an advisor should undertake before making any recommendations. Developing comprehensive strategies to address your needs and goals is the second part of the process. No one solution, product or service is right for everyone, "no one size fits all here". It takes time to understand what is important to you, assess your values, understand your cash flow needs and to determine both long and short terms goals before an appropriate wealth plan can be developed specific to you.

We believe one of the most important aspects in choosing a Wealth Advisor is the development of a trusting relationship where you work together to pursue your goals. Clear, honest and regular communication is the key to a successful relationship. At Summit Wealth Advisors we can't stress enough the importance of choosing the right financial partner to work with.

Financial Planning, Retirement Planning and Wealth Management

Today's financial planning and investing landscape is littered with an alphabet soup of titles. From self-management websites to investment companies touting their wears, to websites where people can supposedly invest and plan out their entire financial lives without any professional guidance. We see many who have fallen prey to that trap either trying to save money or attempting do it themselves in their spare time.

But for those that realize that financial planning and wealth management are more than just running some financial projections or picking an asset allocation, there is an opportunity to realize their true wealth potential. We are your coach, your advisor, and your accountability partner. We help you stay focused on your plans and work with you to monitor and adjust them when life's circumstances throws curve balls at your plans. We work with you to help you manage your wealth, not just invest it, but to help ensure you have appropriate estate plans, risk management and distribution strategies in place.

You'll experience the difference at Summit Wealth Advisors. With the challenging economic conditions and market swings, we advocate investing with smart risk management processes that can help you pursue your goals. We work with you to develop a strategic investment & wealth preservation plan which specifically address to your needs. More importantly, we work side by side with you to implement your strategy and systematically review our progress against your plans.