The Summit Advantage
Experience financial advisory services that put your interests first, delivered by certified professionals committed to your success.
Back to Home
Experience financial advisory services that put your interests first, delivered by certified professionals committed to your success.
Back to HomeWe deliver exceptional value through our commitment to fiduciary standards, professional expertise, and personalized service that adapts to your unique financial situation.
Legally obligated to act in your best interest, never earning commissions that create conflicts
CFP®, CFA®, and CPA professionals with an average of 15 years experience
Custom strategies tailored to your goals, timeline, and individual circumstances
Clear monthly fees with no hidden costs, commissions, or surprise charges
Quarterly reviews, unlimited advisor access, and proactive strategy adjustments
Integrated strategies covering investments, taxes, retirement, and estate planning
Our advisory team maintains the highest professional standards in the financial services industry. Every advisor holds at least one major certification and participates in continuous education to stay current with evolving regulations, strategies, and market conditions.
Certified Financial Planner designation
Chartered Financial Analyst designation
Certified Public Accountant designation
Our proven methodology ensures you receive comprehensive financial guidance efficiently, without unnecessary complexity or delays.
Comprehensive assessment of your current financial position, goals, concerns, and timeline through detailed consultation.
Custom plan creation addressing investments, retirement, taxes, and protection, delivered within 7-10 business days.
Systematic execution of your financial strategy with clear documentation, account setup, and coordination with existing advisors.
Quarterly reviews, proactive adjustments, unlimited advisor access, and continuous strategy refinement as needs evolve.
We leverage cutting-edge financial technology to enhance service delivery, provide real-time insights, and ensure secure access to your financial information whenever you need it.
Our commitment to outstanding service means you receive prompt, thoughtful responses and proactive communication that keeps you informed and confident.
While many advisors earn commissions on products they recommend, creating potential conflicts of interest, we charge transparent monthly fees based solely on the services you select. You know exactly what you're paying and why.
Unlike brokers who operate under a suitability standard, we are legally required to act in your best interest at all times. This fiduciary duty means your goals drive every recommendation we make.
Where traditional advisors may focus narrowly on investment management, we integrate retirement planning, tax optimization, estate considerations, and wealth protection into cohesive strategies that address your complete financial picture.
While some firms assign you to junior associates or limit advisor access, you work directly with a certified professional who knows your situation and responds promptly to questions between scheduled reviews.
Rather than keeping you dependent on our expertise, we invest time explaining strategies, answering questions thoroughly, and building your financial literacy so you make informed decisions confidently.
Dissatisfied with our service within the first 90 days? We'll refund your fees and help you transition to another advisor at no charge. Your confidence matters more than any single engagement.
Access to our quarterly webinar series covering retirement strategies, tax planning, estate basics, and market insights. Build your financial knowledge while benefiting from professional management.
Your service includes basic financial guidance for immediate family members at no additional cost. Help adult children with career decisions, aging parents with Medicare choices.
Benefit from our relationships with estate attorneys, CPAs, insurance specialists, and mortgage brokers. Receive vetted referrals when you need expertise beyond financial planning.
New York Magazine, 2023 & 2024
Barron's Recognition, 2024
Forbes Advisor, 2024
Investment Advisor since 2010
National Association of Personal Financial Advisors
Certified Financial Planner Board
Financial Planning Association
Schedule a complimentary consultation to learn how our client-first approach can help you achieve your financial goals.
Get Started Today