Summit Financial Partners, Inc.
Summit Financial Partners is a fee-only financial planning and investment management firm. Whether building assets for the future or seeking to protect, enjoy and pass on the assets you already have, Summit Financial Partners can help you reach higher and ultimately reach your goals.
Financial Planning
We begin the financial planning process by working with you to define your goals and dreams, and putting a plan in place that will help you reach those goals. The next step is to develop a risk tolerance profile that will help us construct investment portfolios to custom fit into your financial plan.
Investment Management
Our investment management approach is based on the belief that fully diversified portfolios of low-cost institutional mutual funds is the most effective way to help you reach your goals. Each portfolio is regularly reviewed, and we maintain close contact with our clients regarding their investments and their progress with their financial planning goals.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.