Summit is a comprehensive financial planning and wealth management firm providing insight and solutions that assist people with their financial independence. Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions in order to educate them so they understand their financial picture. We then recommended action steps to implement solutions that match their priorities and resources.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc., member FINRA /SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. TR# 271423 DOFU 8-2023