Founded in 1983, Summit Financial Strategies, Inc. is an independent financial advisory firm based in Springfield, Missouri. As a fee-only Registered Investment Advisor, the company operates under a fiduciary standard, legally obligated to act in the best interests of its clients. The firm specializes in creating personalized financial plans and managing investment portfolios for individuals, families, and businesses, focusing on services such as retirement planning, estate planning, and wealth management to help clients achieve their long-term financial objectives.

Founded in

United States