Summit Financial Group, Inc. San Diego

Founded in 1989, Summit Financial Group, Inc. is an independent, fee-only Registered Investment Adviser (RIA). The firm specializes in providing personalized wealth management services, including financial planning, investment management, and retirement planning for individuals, families, and trusts. Their mission is to serve as a trusted advisor, helping clients navigate complex financial decisions to achieve their long-term goals through a disciplined and evidence-based investment philosophy.