About 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 & retirement plans and strategies to address 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 strive to help create financial stability and security in our plans and strategies to help our clients achieve financial goals and independence. In 2011 Summit Wealth Advisors became part of a Registered Investment Advisor (RIA). Now through our RIA partner, Providence Capital Partners, it allows us to offer our clients unparalleled independence in helping them manage their assets. We believe our clients are best served by designing SMART strategies; plans that are Strategic, Measurable, Achievable, Realistic and Time bound.

We operate with the “Golden Rule” that if we take care of our clients, the rest will take care of itself. That's just not a saying, but a way of life for us.

WEALTH MANAGEMENT - to compliment our in house resources, we have assembled a team of Strategic Partner professionals in Estate Planning, Tax Planning, Insurance and Long Term Care. Together the firm specializes in helping successful professionals and families design and implement comprehensive wealth management strategies to meet their long & short term financial goals and needs. Our firm manages over $37 million of assets for clients across the U.S as of 1/1/2018.

OUR STAFF consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

OUR COMPANY is based on the principle that education and understanding of your current financial situation is vital to make prudent decisions concerning your financial future. If you have any questions about your current financial situation or wish to schedule an appointment, please email us or give us a call at (720) 733-7565.