About Us

Summit Financial Group, LLC, is a comprehensive financial planning and wealth management firm dedicated to providing insight and solutions that assist our clients in the pursuit of their financial independence.

Our clients are everything to us. We know them deeply and we are committed to guiding them in their pursuit of success. We are their stewards along life's financial journey and we do our best to nurture and guard the wealth they have spent a lifetime creating.

In today’s fast-paced world, media noise and information overload are often mistaken for true insight and wisdom. As markets, financial products, and tax laws become more complex, we believe our clients are best served by having a comprehensive financial plan created and monitored by knowledgeable, caring financial professionals. We aim to be the trusted resource for our clients, and to earn that distinction by consistently treating their wealth as if it were our own.