Summit Financial Wellness is an independent, fee-only Registered Investment Adviser (RIA) firm that provides comprehensive financial planning and investment management services. Operating under a fiduciary standard, the company is committed to offering objective advice that is always in the client's best interest. Their services cover various aspects of personal finance, including retirement planning, investment strategy, tax planning, and estate planning, all integrated into a personalized "Financial Life Plan" for each client. The firm was founded to build long-term, trusted relationships and guide clients toward financial independence and well-being.

Founded in

United States