Founded in 1985, Summit Financial Planning, Inc. is an independent, fee-only Registered Investment Adviser (RIA) firm based in Wisconsin. As a fiduciary, the company is legally and ethically bound to act in its clients' best interests. It provides comprehensive wealth management services, including investment management, retirement planning, tax planning, and estate planning, without earning commissions on product sales. The firm emphasizes a personalized, long-term approach to helping clients achieve their financial goals.

Founded in

United States