Founded in 1996, Summit Planning Group is an independent wealth management firm based in Parsippany, New Jersey. The firm's mission is to provide objective, customized financial guidance to help clients achieve their life goals. They offer a wide range of services, including investment management, retirement planning, estate planning, risk management, and insurance solutions. As an independent firm, they emphasize their ability to offer unbiased advice and a broad array of non-proprietary products. The firm is affiliated with Kestra Investment Services, LLC and Kestra Advisory Services, LLC, which provides them with back-office support, technology, and regulatory oversight while they maintain their operational independence.

Founded in

United States